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 | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Amherst | NY | 06/2016 | 11/2017 |
| Cadaret, Grant & Co., Inc. | Niagara Falls | NY | 12/2017 | 07/2025 |
| Lpl Financial Llc | Niagara Falls | NY | 07/2025 | Present |
1 - 07/2025 - Impact Financial Strategies - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 120 Hours During Trading - At reported business location(s). 2 - 07/2025 - Bespoke Planning, Inc. - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 160 Hours/Month - 160 Hours During Trading - Niagara Falls, NY - OBA Start Date: 10/01/2022. 3 - 07/2025 - Impact Financial Strategies - Non-Variable Insurance - Inv Related - 5 Hours/Month - 5 Hours During Trading - Niagara Falls, NY - OBA Start Date: 04/15/2014.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-12-15 |
Reach out to this advisor