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 | 2025-09-15 |
Branch Locations
4 Rosell Dr Ste 100, Ballston Lake, NY 12019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holistic Wealth Advisors | Clifton Park | NY | 07/2024 | Present |
| Kensington Investment Company | Boston | MA | 10/2022 | 07/2024 |
| Waste Connections, Inc. | Knoxville | TN | 01/2022 | 10/2022 |
| Waste Connections, Inc. | Clifton Park | NY | 06/2020 | 01/2022 |
| Clemson University | Clemson | SC | 08/2017 | 05/2019 |
| Siena College | Loudonville | NY | 01/2016 | 08/2017 |
| Lpl Financial Llc | Clifton Park | NY | 01/2025 | Present |
| Larry's Landscaping | Rotterdam | NY | 05/2019 | 06/2020 |
1) 09/15/2025 -Tennant Financial - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location (s) - Start Date:09/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-30 |
Reach out to this advisor