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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Dewitt | NY | 11/2006 | 11/2024 |
| Prudential Insurance Company Of America | Dewitt | NY | 11/2006 | Present |
| Lpl Enterprise, Llc | Syracuse | NY | 11/2024 | Present |
1) 09/25/2024 - Cocojama LLC - I own the LLC for Medicare and will provide advice for Medicare to clients when needed - Non-Variable Insurance - Inv Related - At SYRACUSE, NY - Start Date 10/31/2022 - 2hrs/mth - 2hrs/mth During Trading 2) 01/06/2025- Income Tax Professionals LLC DBA Income Tax Professionals- Tax Prep/Accounting/CPA- I'm the owner and will be doing no tax preparation personally- inv. related- at North Syracuse, NY- start date 11/18/2018- 2hrs/mnth-0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-14 |
Reach out to this advisor