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 | 2026-06-22 |
Branch Locations
40 E Montgomery Ave #4 Ste 417, Ardmore, PA 19003-2421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2016 | 02/2018 |
| Insight Advisors Llc | Newtown | PA | 03/2016 | 02/2018 |
| Prospera Financial Services Inc. | Dallas | TX | 02/2018 | 03/2022 |
| Cordatus Wealth Management Llc | Newtown | PA | 03/2018 | 03/2022 |
| Insight Advisors, Llc | Newton | PA | 03/2022 | 06/2026 |
| Lpl Financial | Ardmore | PA | 06/2026 | Present |
1. 06/2026 - Bash Capital - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/15/2026 2. 06/2026 - Ternberry Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/15/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-07 |
Reach out to this advisor