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 | 2024-11-14 |
Branch Locations
95 Canal Landing Blvd Suite 7, Rochester, NY 14626 • 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 |
|---|---|---|---|---|
| J.W. Cole Financial, Inc | Tampa | FL | 05/2015 | 11/2020 |
| J. W. Cole Advisors, Inc. | Tampa | FL | 05/2015 | 11/2020 |
| Pruco Securities, Llc. | Pittsford | NY | 11/2020 | 11/2024 |
| Prudential Insurance Company Of America | Pittsford | NY | 11/2020 | Present |
| Lpl Enterprise, Llc | Rochester | NY | 11/2024 | Present |
1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-09 |
Reach out to this advisor