Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-25 |
| PA | RA | APPROVED | 2024-06-21 |
Branch Locations
610 Chadds Ford Dr Marshalton Bldg Ste 24-25, Chadds Ford, PA 19317 • United States
Blue Bell, PA • United States
500 W Macdade Blvd #2, Folsom, PA 19033 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Folsom | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Folsom | PA | 11/2016 | 06/2024 |
| Lpl Financial Llc | Mt. Laurel | NJ | 06/2024 | Present |
1) 06/20/2024 - Cape May Brothers Properties - Real Estate Rental - Blue Bell, PA - Investment related - Start date: 04/01/2023 - 1 Hrs/Mth - 0 Hrs During Trading. 2) 06/20/2024 - BJB Properties - Real Estate Rental - Blue Bell, PA - Investment related - Start date: 04/01/2018 - 1 Hrs/Mth - 0 Hrs During Trading. 3) 06/20/2024 - Momentum Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date: 6/19/2024 - 160 Hours per month 8 Hrs During Trading. 4) 06/20/2024 - Bowers Brothers Properties, LLC - Real Estate Rental - Blue Bell, PA - Investment related - Start date: 06/01/2016 - 1 Hrs/Mth - 0 Hrs During Trading. 5) 06/13/2025 - LIBERTY PLANNING GROUP LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 6) 09/09/2025 - Momentum Insurance Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/08/2025 - 10 Hrs/Mth - 10 Hrs During Trading. 7) 11/14/2025 - Bryson Bowers - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 11/05/2025 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-09 |
Reach out to this advisor