Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-14 |
| CT | RA | APPROVED | 2019-06-13 |
| TX | RA | APPROVED_RES | 2019-06-13 |
Branch Locations
2470 Boston Post Rd Unit A3, Guilford, CT 06437 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | North Haven | CT | 09/2005 | 06/2019 |
| Lpl Financial Llc | North Haven | CT | 06/2019 | Present |
1) 2019-06-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Karpf, White, and Associates Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2019-05-14 - 160hrs/mth - 8hrs/mth during trading 2) 2019-06-13 - METROPOLITAN PROPERTIES LLC - Real Estate Rental - Y - 250 State St, unit j2 north haven, ct 06473 - 2019-05-14 - 5hrs/mth - 0hrs/mth during trading 3) 2020-05-29 - None - Real Estate Rental - Y - 250 State Street, Unit H2, North Haven, CT 06473 - 2020-04-14 - 1hrs/mth - 0hrs/mth during trading 4) 2021-03-29 - DBS - Non-Variable Insurance - Y - at reported business location(s) - 2021-03-01 - 1hrs/mth - 1hrs/mth during trading 5) 2021-11-24 - None - Real Estate Rental - Y - 325 center st, apt 12a, Jupiter, fl 33458 - 2021-11-22 - 1hrs/mth - 0hrs/mth during trading 6) 2025-09-05 - Merit Insurance - Non-Variable Insurance - Y - at reported business location(s) - 2025-08-18 - 1hrs/mth - 0hrs/mth during trading 7) 2025-09-24 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Mark White Financial Advisor INC / Mark white financial advisor INC - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-09-18 - 0hrs/mth - 0hrs/mth during trading 8) 2026-03-23 - None - Real Estate Rental - Y - - 2023-01-23 - 0hrs/mth - 0hrs/mth during trading 9) 2026-05-08 - LTCI Partners LLC - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-05 - 1hrs/mth - 1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-16 |
Reach out to this advisor