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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matt Holtz Paintless Dent Repair | Patton | PA | 05/2004 | 07/2025 |
| Next Financial Group Inc | Patton | PA | 02/2007 | 07/2025 |
| Lpl Financial Llc | Patton | PA | 07/2025 | Present |
1- 07/2025 - Holtz & Holtz LLP - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 200 hours per month/ 8 hours during trading 2- 07/2025 - Independent Car Care - Business Owner - Patton, PA - Investment Related - Start Date 04/01/2008 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-04 |
Reach out to this advisor