Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-05 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
157 E. Main Street, Suite 500, Rock Hill, SC 29730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Granite Quarry | NC | 11/2004 | 12/2024 |
| Uvest Financial Services Inc. | Charlotte | NC | 09/2009 | 12/2024 |
| Lpl Financial | Rock Hill | SC | 11/2025 | Present |
| Unemployed | York | SC | 01/2025 | 04/2025 |
| Jump | Salt Lake City | UT | 05/2025 | 11/2025 |
| Private Advisor Group, Llc | Morristown | NJ | 01/2026 | Present |
1. 12/2025 - Rental Property - Real Estate Rental - Investment related - North Myrtle Beach SC 29582 - 02 Hrs/Mth - 00 Hrs During Trading - OBA start date:05/06/2021 2. 12/2025 - Private Advisor Group - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date:12/09/2025 3. 12/2025 - Ship Happens, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment related - York SC 29745 - 02 Hrs/Mth - 00 Hrs During Trading - OBA start date: 07/06/2023 4. 01/02/2026 - Private Advisor Group - Registered Investment Advisor - Admin - Investment Related - At Reported Business Location(s) - Start Date 12/09/2025 - 160 hours per month/ during trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-12 |
Reach out to this advisor