Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-04 |
| PA | RA | APPROVED | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sovereign/Santander Bank Na | Media | PA | 06/2013 | 06/2017 |
| Santander Securities Llc | Guaynabo | PR | 06/2013 | 06/2017 |
| Lpl Financial | Haddonfield | NJ | 06/2026 | Present |
| M&T Securities | Buffalo | NY | 02/2019 | 03/2020 |
| Wilmington Trust Company | Wilmington | DE | 06/2017 | 03/2020 |
| Citizens Securities, Inc. | Smyrna | DE | 08/2020 | 04/2021 |
| Lincoln Financial Advisors Corporation | Cherry Hill | NJ | 04/2021 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 10/2023 | 10/2025 |
| Peak Trust Company, Na | Greenville | DE | 04/2022 | 08/2023 |
| Southern New Hampshire University | Kennett Square | PA | 11/2021 | Present |
| Bank Of America N.A. | Wilmington | DE | 11/2023 | 10/2025 |
| Osaic Wealth, Inc. | Wilmington | DE | 10/2025 | 03/2026 |
| Unemployed | New Castle | DE | 04/2020 | 08/2020 |
1. 05/2026 - Generation Capital Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/19/2026 2. 05/2026 - Robert Huntington - Non-Variable Insurance - Inv Related – 10 Hour(s)/Month – 2 Hour(s) During Trading – Haddonfield, NJ, 08033 – OBA Start Date: 05/19/2026 3. 05/2026 - Southern New Hampshire University - Teacher Paid by School or University - Not Inv Related – 40 Hour(s)/Month – 0 Hour(s) During Trading – Kennett Square, PA, 19348 – OBA Start Date: 11/30/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-21 |
Reach out to this advisor