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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Workers Credit Union | Lunenberg | MA | 03/2026 | Present |
| Cmind | Northborough | MA | 09/2023 | 03/2026 |
| Freewill | New York | NY | 07/2022 | 11/2022 |
| Fusion Financial Partners | Carlsbad | CA | 09/2020 | 07/2022 |
| Astrocyte Research | Boston | MA | 02/2019 | 09/2020 |
| Ascendi Advisor Solutions | Northborough | MA | 11/2022 | 03/2026 |
| Lpl Financial Llc | Lunenberg | MA | 04/2026 | Present |
| Behave Technologies | Walnut Creek | CA | 10/2017 | 01/2019 |
| Self-Employed | Northborough | MA | 09/2014 | 10/2017 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Workers Planning and Investment Solutions - Inv Rel - At Reported Business Location (s) - Start Date : 03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-06 |
Reach out to this advisor