Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Camp Hill | PA | 06/1998 | 07/2021 |
| Various Inurance Carriers For W&R Insurance Agencies | Mechanicsburg | PA | 08/1998 | 07/2021 |
| Brad Paul | Mechanicsburg | PA | 09/2012 | 07/2021 |
| Brad Paul | Mechanicsburg | PA | 03/2014 | 07/2021 |
| Willowbranch Financial Group (Dba) | Camp Hill | PA | 02/2017 | 04/2019 |
| Wfg Real Estate, Llc | Mechanicsburg | PA | 04/2018 | 07/2021 |
| Dghp Company | Mechanicsburg | PA | 03/2019 | 07/2021 |
| Willowbranch Financial Group (Dba) | Camp Hill | PA | 02/2017 | 04/2019 |
| Lpl Financial Llc | Camp Hill | PA | 07/2021 | Present |
1.08/11/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Willowbranch Financial Group; Investment Related; at Reported Business Location(s); Start Date 12/01/2016; 160hrs/mth; hrs during trading 2.08/11/2021; Brad Paul; Tax Prep/Accounting/CPA; Investment Related; ,17050; Start Date ; hrs/mth; hrs during trading 3.08/11/2021; DGHP Company; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 03/01/2019; 1hrs/mth; hrs during trading 4.08/11/2021; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 5.08/11/2021; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 6.08/11/2021; No name, the property is in my name directly; Real Estate Rental; Investment Related; 5877 .5 Fox Street Harrisburg,PA; Start Date ; 1hrs/mth; hrs during trading 7.05/12/2022; WFG Real Estate, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/30/2018; 2hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-10 |
Reach out to this advisor