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 |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
800 Village Sq Xing Ste 211, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Jericho | NY | 10/2020 | 04/2023 |
| Ubs Financial Services | Jericho | NY | 06/2020 | 10/2020 |
| Long Island University - Post | Brookville | NY | 07/2019 | 04/2020 |
| Meditech | Foxbourough | MA | 11/2018 | 04/2019 |
| Providence College | Providence | RI | 08/2014 | 05/2018 |
| Edelstein And Company | Boston | MA | 08/2018 | 10/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2022 | 04/2023 |
| Northwestern Mutual Investment Services Llc | West Palm Bch | FL | 05/2023 | 06/2025 |
| David J Siegel | West Palm Bch | FL | 03/2023 | 06/2025 |
| Unemployed | Palm Beach Gardens | FL | 06/2025 | 09/2025 |
| Lpl Financial Llc | Palm Beach Gardens | FL | 10/2025 | Present |
1) 10/14/2025 - PWG / Private Wealth Group - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date:10/02/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-12 |
Reach out to this advisor