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 | 2021-09-27 |
Branch Locations
133 Donohoe Rd Ste 201, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Money Management | Mt. Pleasant | PA | 01/2020 | Present |
| Commercial Bank & Trust | Latrobe | PA | 05/2019 | 01/2020 |
| Pennline Services | Scottdale | PA | 05/2018 | 08/2018 |
| Macy's Inc. | Greensburg | PA | 12/2017 | 02/2018 |
| Pennsylvania Department Of Transportation | Greensburg | PA | 05/2017 | 08/2017 |
| Saint Vincent College | Latrobe | PA | 08/2016 | 01/2020 |
| Stone Villa Wine Cellars | Acme | PA | 04/2018 | Present |
| Fsc Securities Corporation | Mount Pleasant | PA | 05/2020 | 09/2021 |
| Lpl Financial, Llc | Mount Pleasant | PA | 09/2021 | Present |
1) 8/2021 - Notary - Gregory Holzer - Not Investment Related - Mount Pleasant, PA 15666 2) 4/2018 - Outside/W-2 Employment - Stone Villa Wine Cellars - Not Investment Related - 5% - Acme, PA 15610 3) 1/2020 - DBA for LPL Business (entity for LPL business) - Professional Money Management, LLC - Investment Related - Mount Pleasant, PA 15666
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-16 |
Reach out to this advisor