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 |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-14 |
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
360 Hamilton Ave 9Th Floor, White Plains, NY 10601 • United States
Southport, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | White Plains | NY | 07/2016 | Present |
| Prudential Insurance Company Of America | White Plains | NY | 08/2016 | Present |
| Lpl Enterprise, Llc | Southport | CT | 11/2024 | Present |
1) 10/28/2024- Glenn Levine Insurance and Financial Services- Non-Variable Insurance- Group Benefits quoting for Glenn Levine. Glenn pays me directly on a monthly basis for quoting group health insurance plans.- inv related- at South Easton, MA- start date 12/22/2022- 10hrs/mnt-10hrs during trading 2) 12/10/2024- Clarity Wealth Advisors- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 01/01/2025- 180hrsmnth-150hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-13 |
Reach out to this advisor