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 | 2022-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2021 | 12/2021 |
| Unemployed | Southampton | PA | 12/2021 | 02/2022 |
| Nottingham Insurance | Hamilton Square | NJ | 10/2019 | 03/2021 |
| Keller Williams Real Estate - Newtown | Newtown | PA | 04/2018 | 05/2021 |
| Unemployed | Southampton | PA | 01/2018 | 04/2018 |
| Dynamic Energy Inc. | Chesterbrook | PA | 11/2017 | 01/2018 |
| Community Energy Inc. | Radnor | PA | 11/2016 | 11/2017 |
| Unemployed | Southampton | PA | 10/2016 | 11/2016 |
| Tesla Energy / Solarcity | Audubon | PA | 04/2015 | 10/2016 |
| Mcgriff Insurance / Bb&T | King Of Prussia | PA | 06/2018 | 11/2019 |
| Sunrun Inc. | Lititz | PA | 02/2021 | 03/2021 |
| Bank Of America, N.A. | Pennington | NJ | 09/2021 | 12/2021 |
| Lpl Financial, Llc | Doylestown | PA | 02/2022 | 04/2022 |
| Lpl Financial, Llc | Doylestown | PA | 04/2022 | Present |
| Unemployed | Southampton | PA | 01/2021 | 06/2021 |
1. 07/12/2023 - Reiner Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/01/2023 - 160 Hours Per Month/ 160 Hours During Trading. 2) 10/08/2025 - Ash Brokerage - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:10/03/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-05 |
Reach out to this advisor