Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-05-18 |
| PA | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Heritage Fcu | King Of Prussia | PA | 07/2020 | Present |
| American Spirit Fcu | Newark | DE | 06/2018 | 06/2020 |
| Unemployed | Wilmington | DE | 04/2011 | 05/2018 |
| Cuna Brokerage Services, Inc | Waverly | IA | 04/2021 | Present |
| Lpl Financial Llc | King Of Prussia | PA | 05/2022 | Present |
1) 05-18-2022-American Heritage FCU- Investment Related -2060 Lion Rd Philadelphia PA 12345- Financial Institution Duty-Advisor-START DATE: 06/24/2020-160 Hours Per Month- 2) 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-23 |
Reach out to this advisor