Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Derwood, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hendershot Financial Group | Gaithersburg | MD | 12/2012 | 06/2025 |
| Lincoln Investment Planning | Wyncote | PA | 01/2013 | 06/2025 |
| Lpl Financial Llc | Derwood | MD | 06/2025 | Present |
1 Start Date: 06/23/2025 - Gallagher Wealth Management Services, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Brookeville, MD 20833 - 160 Hrs/Mth - 8 Hrs During Trading - Time Spent: 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-29 |
Reach out to this advisor