Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-05-14 |
Branch Locations
2227 Washington St, Ste 300 2 Newton Executive Park, Newton, MA 02462 • United States
Natick, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaplan Financial Services | Newton | MA | 10/2000 | Present |
| Lpl Financial Llc | Newton | MA | 09/2003 | Present |
1) 12/29/2017 - Kaplan Financial Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2018 - 160 hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-07 |
Reach out to this advisor