Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-27 |
Branch Locations
5500 Main St. Ste 209, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Buffalo | NY | 06/2015 | 01/2021 |
| Morgan Stanley Smith Barney Llc | Buffalo | NY | 01/2021 | 04/2022 |
| Lpl Financial | Tonawanda | NY | 04/2022 | Present |
1.03/24/2023; none; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/23/2023; 10hrs/mth; 5hrs during trading 2.05/31/2023; WEBR/WLVL Radio; Author; Not Investment Related; Veterans Day,July; Start Date 05/29/2023; 2hrs/mth; 0hrs during trading 3.05/09/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PWG Financial; Investment Related; at Reported Business Location(s); Start Date 05/03/2024; 2hrs/mth; 2hrs during trading 4.06/21/2024; Griffin Distribution Partners; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/11/2024; 5hrs/mth; 1hrs during trading 5.02/25/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wilco Wealth Management; Investment Related; at Reported Business Location(s); Start Date 02/12/2025; 100hrs/mth; 100hrs during trading 6.05/06/2025; C Suite Insurance LLC; Insurance Agency; Investment Related; 5500 Main St. Suite 209,Williamsville; Start Date 04/01/2025; 40hrs/mth; 20hrs during trading 7.10/23/2025; Advocate Health Advisors; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/15/2025; 2hrs/mth; 0hrs during trading 8.08/28/2026; Wilco Media; Other - Writer; Investment Related; Williamsville,NY; Start Date 10/01/2022; 10hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-05 |
Reach out to this advisor