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 | 2026-02-23 |
| PA | RA | APPROVED | 2023-03-01 |
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
10 N Main Street, Coudersport, PA 16915 • United States
64 Elmira Street, Troy, PA 16947 • United States
3 Terry Drive, Newtown, PA 18940 • United States
6250 County Route 64, Hornell, NY 14843 • United States
2409 E 3Rd St, Williamsport, PA 17701 • United States
1827 Elmira Street, Sayre, PA 18840 • United States
940 High St, West Milton, PA 17886 • United States
423-433 Reuter Blvd, Towanda, PA 18848 • United States
90 Main St # 92, Wellsboro, PA 16901 • United States
465 North Main St, Doylestown, PA 18901 • United States
3461 Route 405, Muncy, PA 17756 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens And Northern Bank | Wellsboro | PA | 05/2005 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 10/2011 | 03/2023 |
| Cetera Investment Advisers Llc | Wellsboro | PA | 01/2014 | 03/2023 |
| Lpl Financial | Wellsboro | PA | 03/2023 | Present |
1) 2023-03-01 - MassMutual - Non-Variable Insurance - Y - at reported business location(s) - 2023-02-16 - 3hrs/mth - 1hrs/mth during trading 2) 2023-03-01 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - C&N Investment Services / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-01-26 - hrs/mth - hrs/mth during trading 3) 2026-05-05 - Citizens & Northern Bank - Financial Institution Duty - N - at reported business location(s) - 2026-04-01 - 40hrs/mth - 40hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
Reach out to this advisor