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 | 2025-05-01 |
Branch Locations
2 International Dr Ste 110, Rye Brook, NY 10573-1063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allocation Resource Group | Mamaroneck | NY | 02/2015 | 05/2025 |
| H. Beck, Inc. | Bethesda | MD | 02/2015 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Rye Brook | NY | 05/2025 | Present |
1- 05/2025 - Allocation Resource Group - Tax Prep/Accounting/CPA - Director of Tax - Investment Related - At Reported Business Location(s) - Start Date 06/29/2016 - 160 hours per month/ during trading 2- 05/2025 - Allocation Resource Group - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 06/29/2016 - 160 hours per month/ during trading 3- 05/2025 - Platinum United Wealth Group Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 12/19/2022 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-27 |
Reach out to this advisor