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 | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
2457 State Route 7, Cobleskill, NY 12043 • United States
930 Albany Shaker Road Suite 110, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leo T. Mcallister Inc. | Cobleskill | NY | 11/2008 | Present |
| Cadaret, Grant & Co., Inc. | Cobelskill | NY | 12/2008 | 07/2025 |
| Leo T. Mcallister, Inc. | Dorchester | MA | 04/2020 | 11/2021 |
| Lpl Financial Llc | Cobleskill | NY | 07/2025 | Present |
1. 07/10/2025- Cobleskill Richmondville CSD- Coach/ Sports/ Fitness- Not INV Related- At Cobleskill, NY- Start date 11/13/2023- 40 Hours Per Month 2. 07/10/2025- SAGE Financial Associates- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/09/2023- 200 Hours Per Month- 50 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-25 |
Reach out to this advisor