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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pittsford | NY | 12/2020 | Present |
| University At Buffalo | Buffalo | NY | 08/2018 | 05/2022 |
| Hidden Valley Lawn And Landscape | Webster | NY | 05/2020 | 08/2020 |
| Rtk Lawn And Landscape | Webster | NY | 05/2019 | 08/2019 |
| Fairport Electric | Fairport | NY | 05/2018 | 08/2018 |
| Wegmans Food Market | Penfield | NY | 06/2016 | 08/2018 |
| Mcquaid Jesuit Highschool | Brighton | NY | 09/2014 | 06/2018 |
1) 5/2023 - Canalview Financial Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date 12/21/2020 - 160 Hrs per month. 15 Schoen Pl Pittsford NY 14450. Investment advisory and retirement planning. Assistant. 160 hours monthly, 8 hours devoted to business during trading hours. Assistant to Financial Advisor Richard Oaster. Relationship started 12/2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
Reach out to this advisor