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 | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clarence | NY | 09/2021 | 05/2023 |
| Acv Auctions | Buffalo | NY | 09/2016 | 08/2021 |
| Scheff Thompson Cress Investment Group | Clarence | NY | 09/2021 | 11/2023 |
| Cadaret. Grant & Co., Inc. | West Seneca | NY | 12/2023 | 07/2025 |
| Lpl Financial Llc | West Seneca | NY | 07/2025 | Present |
1. 07/10/2025-Sgroi Wealth Advisory Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/01/2023- 160 Per Month- 130 Hours During Trading 2. 01/07/2026 - Sgroi Lawley Group LLC - DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2026 - 160 Per Month/ 130 Hours During Trading 3. 03/27/2026 - Sgroi Lawley - DBA for LPL Business (entity for LPL business)- Investment Related- At Reported Business Location(s)- Start date 09/09/2024 - 160 Per Month/ 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-19 |
Reach out to this advisor