Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-09 |
| NJ | RA | APPROVED | 2025-03-17 |
Branch Locations
960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Holmdel | NJ | 04/2016 | Present |
| Private Portfolio Partners, Llc | Holmdel | NJ | 05/2016 | 03/2025 |
1) 05/02/2016 - Crump Life Insurance - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:01/01/2008 - 10 Hrs/Mth - 7 Hrs During Trading. 2. 06/09/2016: Archway Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 960 Holmdel Road, Building 2 Floor 1, Holmdel NJ 07733 - Start 06/01/2016 - 50 Hr/Mo; 50 Hour(s) During Securities Trading 3. 4/30/2018 - Archway Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/14/2017 - 1 Hours Per Month During Securities Trading. 4) 05/22/2018 - ZENITH MARKETING GROUP - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/21/2016 - 2 Hrs/Mth - 1 Hrs During Trading. 5) 05/22/2018 - Northeast Planning Corporation - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date : 06/28/2016 - 3 Hrs/Mth - 3 Hrs During Trading. 6) 07/25/2019 - Crump Life Insurance Services - Investment Related - Non-Variable Insurance - StreetHarrisburg, PA - Start Date:04/16/2019 - 1 Hrs/Mth - 1 Hrs During Trading. 7. 3/10/2020 - Archway Advisor Services LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started :03/09/2020 - 5 Hrs/Mth - 1 Hrs During Trading. 8) 01/24/2022 - International Planning Alliance - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:01/17/2022 - 3 Hrs/Mth - 3 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-05 |
Reach out to this advisor