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 |
|---|---|---|---|
| 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
Melville, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-18 |
| FL | RA | APPROVED | 2014-01-07 |
Branch Locations
Boca Raton, FL • 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 |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Melville | NY | 05/2013 | 07/2025 |
| Progressive Financial Planning Services Inc | Melville | NY | 01/2001 | Present |
| Lpl Financial Llc | Melville | NY | 07/2025 | Present |
1 - 07/2025 - American Investment Planners, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 5 Hours/Month - 5 Hours During Trading - At reported business location(s). 2 - 07/2025 - Fargo Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - Oceanside, NY - OBA Start Date: 03/04/2022. 3 - 07/2025 - Progressive Financial Planning Services, Inc. - Registered Investment Advisor Hybrid - Inv Related - 4 Hours/Month - 4 Hours During Trading - OBA Start Date: 02/01/2003.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-01 |
Reach out to this advisor