Best Investors
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-11-14 |
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
303 International Cir Ste 105, Cockeysville, MD 21030 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 08/2016 | Present |
| Bank Of America, N.A. | Wilmington | DE | 10/2016 | 12/2020 |
| The Prudential Insurance Company Of America | Newark | DE | 12/2020 | Present |
| Pruco Securities Llc | Newark | DE | 12/2020 | 11/2024 |
| Lpl Enterprise, Llc | Newark | DE | 11/2024 | Present |
1) 12/17/2024- Rising Sun Chamber of Commerce- Board member to assist with chamber activities and event planning- Non-Profit Board Member- Not INV Related- Newark, NJ- Start Date 01/01/2021- 10hrs/mth- 5hrs during trading 2) 09/12/2025-Old Line Wealth Partners-Founding Partner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 09/12/2025-10hrs/mth-10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-28 |
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