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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-04 |
| PA | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Philadelphia | PA | 12/2011 | 01/2019 |
| Wells Fargo Advisors, Llc | Philadelphia | PA | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 01/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2019 | Present |
| Cuna Mutual Group | Waverly | IA | 07/2019 | Present |
| Unemployed | Ventnor City | NJ | 02/2019 | 06/2019 |
| Lpl Financial Llc | Philadelphia | PA | 05/2022 | Present |
1. 05-18-2022-American Heritage Investment & Retirement Center -Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-07 |
Reach out to this advisor