Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-10 |
| PA | RA | APPROVED | 2024-05-09 |
Branch Locations
46 Hilltown Pike, Line Lexington, PA 18932 • United States
123 N Main Street Suite 209, Dublin, PA 18917 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Doylestown | PA | 11/2019 | 05/2024 |
| Strobel Financial | Plymouth Meeting | PA | 07/2014 | 09/2019 |
| Securities America Advisors | Dublin | PA | 02/2021 | 05/2024 |
| Lpl Financial Llc | Dublin | PA | 05/2024 | Present |
1) 04/25/2024 - ANDERSON WEALTH PLANNING - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 04/25/2024 - APPJAXX LLC - Outside/W-2 Employment - Bookkeeper/Back Office Support - PA 19440 - Non investment related - 8 Hours per month - Start date: 01/01/2018. 3) 05/07/2025 - My Adventure Rental PA, LLC - Not Investment Related - Shamokin, PA - Business Owner - Start Date:05/23/2025 - 3 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
Reach out to this advisor