Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-11-14 |
Branch Locations
1400 Peoples Plaza Suite 114, Newark, DE 19702 • United States
121 Continental Drive Suite 109, Newark, DE 19713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Doylestown | PA | 10/2015 | 12/2017 |
| Citizens Bank | Doylestown | PA | 10/2015 | 12/2017 |
| Citizens Securities Inc. | King Of Prussia | PA | 12/2017 | 01/2021 |
| Citizens Bank | King Of Prussia | PA | 12/2017 | 01/2021 |
| Lpl Financial Llc | Kennett Square | PA | 02/2021 | 08/2024 |
| First Citizens Community Bank | Kennett Square | PA | 02/2021 | 08/2024 |
| Pruco Securities, Llc | Newark | DE | 08/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Newark | DE | 08/2024 | Present |
| Lpl Enterprise, Llc | Newark | DE | 11/2024 | Present |
1) 03/17/2025 - United Healthcare- Non-Variable Insurance/Insurance Agency- I sell Medicare Supplement and Medicare Advantage Policies- inv. related- at Newark, DE- start date 09/25/2024- 2hrs/mnth-0hrs during trading 2) 02/10/2026-Fuse Financial Planning-Co-Founder/ Member-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 02/02/2026-160hrs/mth-140hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-19 |
Reach out to this advisor