Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
500 North Broadway Suites 260 & 242, Jericho, NY 11753 • United States
454 New York Avenue, Huntington, NY 11743 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Securities Group Corp./Signature Bank | New York | NY | 08/2007 | 05/2023 |
| Cadaret, Grant & Co., Inc. | Jericho | NY | 05/2023 | 07/2025 |
| Lpl Financial Llc | Huntington | NY | 07/2025 | Present |
1- 07/2025 - Sab Y Bella Holdings LLC - Real Estate Rental - Investment Related - Huntington Station, NY - Start Date 10/01/2008 - 5 hours per month/ 0 hours during trading 2- 07/2025 - Violet Enterprises LLC - Real Estate Rental - Investment Related - Mineola, NY - Start Date 04/01/2013 - 5 hours per month/ 0 hours during trading 3- 07/2025 - PFL Holdings LLC - Real Estate Rental - Investment Related - Bay Shore, NY - Start Date 02/01/2019 - 5 hours per month/ 0 hours during trading 4- 07/2025 - American Investment Planners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/30/2023 - 160 hours per month/ during trading 5- 07/2025 - Various insurance carriers - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/14/2000 - 5 hours per month/ during trading 6- 07/2025 - Huntington Matters - For-Profit Board Member - Treasurer - Not Investment Related - Huntington Station, NY - Start Date 09/07/2023 - 1 hour per month/ 0 hours during trading 7- 07/2025 - Generational Wealth Planning LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/30/2023 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-05 |
Reach out to this advisor