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 |
|---|---|---|---|
| DE | RA | APPROVED | 2018-02-14 |
| NJ | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
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 |
|---|---|---|---|---|
| Beneficial Savings | Philadelphia | PA | 12/2008 | 02/2018 |
| Invest Financial Corporation | Philadelphia | PA | 12/2008 | 02/2018 |
| Lpl Financial Llc | Philadelphia | PA | 02/2018 | Present |
1. 02/14/2018 - Integrity Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date 02/09/09 - 10 Hours Per Month/0 During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-04 |
Reach out to this advisor