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 |
|---|---|---|---|
| VT | RA | APPROVED | 2025-01-01 |
Branch Locations
380 Hurricane Ln, Ste 201, Williston, VT 05495 • United States
: 380 Hurricane Ln, Ste 201, Williston, VT 05495 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Colchester | VT | 01/2004 | 03/2017 |
| Mml Investors Services, Llc | Colchester | VT | 03/2017 | 02/2024 |
| Massmutual Life Insurance Co | Colchester | VT | 07/2016 | 02/2024 |
| Lpl Financial | Williston | VT | 02/2024 | Present |
1- 01/2024 / Professional Financial Associates, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / start date 06/01/2014 2- 01/2024 / Timothy Monty / Non-Variable Insurance / Investment Related / 3 hrs mnth / 3 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2012-01-07 |
Reach out to this advisor