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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Reading | PA | 11/2011 | 11/2024 |
| Prudential Insurance Company Of America | Reading | PA | 11/2011 | Present |
| Lpl Enterprise, Llc | Reading | PA | 11/2024 | Present |
1) 10/15/2024 - Big Island Enterprises LLC - Leasing of garages/apartment space, maintenance and repairs - Real Estate Rental - Inv Related - At READING, PA - Start Date 12/21/2022 - 10hrs/mth - 0hrs/mth During Trading 2) 10/15/2024 - Big Island Enterprises LLC - Real Estate Development Rental and Leasing - Real Estate Rental - Inv Related - At READING, PA - Start Date 12/09/2022 - 20hrs/mth - 20hrs/mth During Trading 3) 10/15/2024 - Aloha Financial LLC - Sales and service of insurance and investment products - DBA for LPL Business (entity for LPL business) - Inv Related - At READING, PA - Start Date 05/01/2023 - 160hrs/mth - 125hrs/mth During Trading 4) 10/03/2024 - Beachbody LLC - Beachbody LLC Fitness product sales and coaching - Direct Sales/ MLM - Non Inv Related - At READING, PA - Start Date 04/01/2015 - 10hrs/mth - 0hrs/mth During Trading 5) 11/13/2025-Comparion Insurance Agency-P&C Insurance Agent-Property and Casualty-Inv related-At Reading, PA-Start date 11/11/2025-15hrs/mth-15hrs/mth during trading 6) 02/11/2026-Valerie Delp and Joshua Delp-Owner-Real Estate Rental-Inv related-At Reading, PA-Start date 05/01/2014-10hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-07 |
Reach out to this advisor