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 | 2026-06-15 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Blue Bell | PA | 11/2011 | 06/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2018 |
| Ameriprise Financial Services Inc | Blue Bell | PA | 06/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Blue Bell | PA | 03/2020 | 03/2026 |
| Unemployed | Chalfont | PA | 03/2026 | 06/2026 |
| Lpl Financial Llc | Blue Bell | PA | 06/2026 | Present |
1. 6/2026 - Warrington Township - Politics/ Government - Not INV REL - 1 Hour(s)/Month – 0 Hour(s) During Trading - Warrington PA 18976 - OBA Start date: 01/01/2026 2. 6/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/12/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-14 |
Reach out to this advisor