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 | 2024-11-14 |
Branch Locations
3 Abington Executive Park Suite #10, Clarks Summit, PA 18411 • United States
429 South 18Th Street Suite A, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Camp Hill | PA | 05/2008 | 11/2024 |
| Prudential Insurance Company Of America | Camp Hill | PA | 05/2008 | Present |
| Lpl Enterprise, Llc | Camp Hill | PA | 11/2024 | Present |
1) 11/05/2024- Kaufmann Financial Group- DBA for LPL Business (entity for LPL business)- Financial Planner- INV Related- Camp Hill, PA- Start Date 01/01/2022- 40hrs/mth- 40hrs during trading 2) 11/05/2024- Kaufmann and Associates- DBA for LPL Business (entity for LPL business)- Previous DBA name, used only in the State of FL currently. Financial Planner- Not INV Related- Camp Hill, PA- Start Date 05/01/2009- 1hrs/mth- 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-11 |
Reach out to this advisor