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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Shippenville | PA | 07/2015 | 10/2023 |
| Lpl Financial Llc | Shippenville | PA | 10/2023 | Present |
1)08/14/2023 - Best Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 - 160 Hr/Mth 2)08/14/2023 - Best Wealth Management - Best Wealth Management - Co-Owner with Spouse - Inv Rel - Start: 01/2015 3) 03/20/2026-No clue-Owner-Real Estate Rental-Inv related-At Shippenville, PA-Start date 05/30/2026-30hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-12 |
Reach out to this advisor