Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-28 |
| NJ | RA | APPROVED | 2023-09-15 |
Branch Locations
1000 Atrium Way, Suite 401, Mt. Laurel, NJ 08054 • United States
Williamstown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Mount Laurel | NJ | 11/2020 | 09/2023 |
| Scotland Run | Williamstown | NJ | 07/2016 | 11/2016 |
| Rowan University | Williamstown | NJ | 09/2017 | 12/2020 |
| Millponds | Williamstown | NJ | 07/2019 | 10/2023 |
| Unemployed | Williamstown | NJ | 11/2016 | 09/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2021 | 09/2023 |
| Lpl Financial Llc | Mt Laurel Township | NJ | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2021 | 10/2023 |
1- 09/15/2023 - Millponds property Services - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Williamstown,NJ - Start date 07/18/2019 - 20 Hrs/Mth - 0 Hrs During Trading. 2- 09/15/2023- Millponds Property Services - Landscaping Company - Owner - Not Investment Related - Williamstown NJ - Start date 07/18/2019 - 20 Hrs/Mth - 0 Hrs During Trading. 3- 09/15/2023 - Capri Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date:9/15/2023 - 0 Hrs/Mth - 0 Hrs During Trading. 4- 02/13/2025 - CALVIN WILLIAMS - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:02/06/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 5- 03/04/2025- Momentum Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/28/2025 -0 Hrs/Mth - 0 Hrs During Trading. 6- 07/08/2025 - BleuVesti LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s)- Start date:06/30/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 7- 04/28/2026 - BleuVesti Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/24/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-12 |
Reach out to this advisor