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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2018-03-08 |
| NJ | RA | APPROVED | 2018-02-14 |
Branch Locations
333 Butternut Dr, Syracuse, NY 13214 • United States
Tully, NY • United States
6453 Sr 309, Monroe Township, PA 18657 • United States
198 E Tioga St, Tunkhannock, PA 18657 • United States
30 S Church St, Hazleton, PA 18201 • United States
78 S Wyoming Ave, Edwardsville, PA 18704 • United States
16632 Route 6, Meshoppen, PA 18630 • United States
Route 6, Wyalusing, PA 18853 • United States
101 Main St, Laceyville, PA 18623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 02/2016 | Present |
| Community Bank | Syracuse | NY | 02/2016 | Present |
| Lpl Financial Llc | Syracuse | NY | 02/2018 | Present |
1. 02/14/2018 - Community Investment Services Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 2. 02/14/2018 - Community Investment Services Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 01/15/2025 - Community Bank, N.A - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 01/13/2025 - 4 hours per month/ during trading 4. 04/04/2025 - Nottingham Investment Services, Inc - Investment Related - DBA for LPL Business (entity for LPL business) - None - 0 Hrs/Mth - 0 Hrs During Trading - Start Date : 3/31/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-23 |
Reach out to this advisor