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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-21 |
Branch Locations
1035 Boyce Rd., Ste 206, Pittsburgh, PA 15241 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-12-13 |
Branch Locations
1035 Boyce Road Suite 206, Pittsburgh, PA 15241 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Pittsburgh | PA | 11/2013 | 12/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Pittsburgh | PA | 11/2013 | 12/2017 |
| Bni Of Western Pa | Cabot | PA | 10/2015 | 10/2016 |
| Grandview Wealth Management (Dba) | Pittsburgh | PA | 08/2017 | 08/2017 |
| Grandview Wealth Management, Llc | Pittsburgh | PA | 08/2017 | Present |
| Lpl Financial Llc | Pittsburgh | PA | 12/2017 | Present |
| Good Life Advisors, Llc | Pittsburgh | PA | 12/2017 | Present |
1. 12/13/2017 - Grandview Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/15/2017 - 160 Hours Per Month130 Hours During Securities Trading - Time Spent 100%. 2. 12/13/2017 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/15/2017 - 160 Hours Per Month/10 Hours During Securities Trading - Time Spent 10 - Life, Health, Disability, LTC, Fixed, Medicare Supplements and Final Expense. 3. 12/15/2017 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/15/2017 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 12/15/2017 - Grandview Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/15/2017 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 100%. 5. 10/10/2018 - Grandview eWealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/03/2018 - 8 Hours Per Month/1 Hour During Securities Trading. 6. 2/19/2021 - NSS, Life (National Slovak Society) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Agent - Started 02/22/2021 - 1 Hour Per Month During Securities Trading. 7. 5/28/2021 - GBU Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 5/20/2021 - 2 Hours Per Month/2 Hours During Securities Trading - Independent Agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-07 |
Reach out to this advisor