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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-20 |
Branch Locations
7393 Hodgson Memorial Dr. Ste 100, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Hartford | CT | 11/2015 | 08/2019 |
| Lpl Financial | Wallingford | CT | 09/2019 | 02/2024 |
| Webster Bank | Wallingford | CA | 09/2019 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 01/2024 | 06/2024 |
| Bank Of America, N.A. | Savannah | GA | 03/2024 | 06/2024 |
| Queensboro National Bank & Trust | Savannah | GA | 06/2024 | Present |
| Lpl Financial | Savannah | GA | 06/2024 | Present |
1-06/2024 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Queens borough Investments / Investment Related / At Reported Business Location(s) 2- 05/2025 - Roseanne Smith - Non-Variable Insurance - Medicare Sales - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 20 hours per month/ 0 hours during trading 3- 12/12/2025 - Queensborough Bank and Trust - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/15/2025 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-09 |
Reach out to this advisor