Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-06 |
| CT | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| MA | RA | APPROVED | 2025-03-06 |
| NH | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
| NY | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
| OR | RA | APPROVED | 2025-03-06 |
| PA | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
| VA | RA | APPROVED | 2025-03-06 |
Branch Locations
350 Main Road Suite 204, Montville, NJ 07045 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Florham Park | NJ | 07/2015 | 11/2017 |
| The Investment Center Inc | Montville | NJ | 11/2017 | 03/2025 |
| Ic Advisory Services Inc | Montville | NJ | 11/2017 | 03/2025 |
| Lpl Financial Llc | Montville | NJ | 03/2025 | Present |
1- 03/06/2025 - Chris Plechy - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 12/12/2024 - 2 hours per month/ during trading 2- 03/06/2025 - Prestige Family Wealth Advisors - Tax Prep/Accounting/CPA - Tax Preparer - Investment Related - At Reported Business Location(s) - Start Date 12/12/2024 - 2 hours per month/ during trading 3- 03/06/2025 - CJP Consulting - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - Home Based - Start Date 12/12/2024 - 0 hours per month/ during trading 4- 03/06/2025 - Montville Financial Group - DBA for LPL Business (entity for LPL business) - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/12/2024 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-19 |
Reach out to this advisor