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 | 2019-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Williamsport | PA | 10/2008 | 08/2019 |
| Lpl Financial Llc | Lewisburg | PA | 08/2019 | Present |
1)08/09/2019 - The Wealth Factory - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2012 - 16 hr/mth 2)05/13/2022 - The Wealth Factory - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/01/2019 - 10 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-26 |
Reach out to this advisor