Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2019 | 06/2023 |
| Proficio Caoital Partners, Llc | Newton | MA | 07/2018 | 08/2018 |
| Examity | Natick | MA | 06/2018 | 07/2018 |
| University Of Hartford | West Hartford | CT | 09/2017 | 05/2018 |
| Sx Industries | Stoughton | MA | 05/2017 | 08/2017 |
| University Of Hartford | West Hartford | CT | 09/2016 | 05/2017 |
| Ubs | Rockland | MA | 06/2016 | 09/2016 |
| University Of Hartford | West Hartford | CT | 09/2018 | 06/2019 |
| Bank Of America, N.A. | Boston | MA | 09/2019 | 06/2023 |
| Lpl Financial Llc | Boston | MA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-04 |
Reach out to this advisor