Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-23 |
| PA | RA | APPROVED | 2024-09-24 |
Branch Locations
2040 Linglestown Rd, Suite 300, Harrisburg, PA 17110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Tax Service | Jamaica | NY | 01/2011 | 01/2017 |
| Cameron St Autowash | Harrisburg | PA | 01/2017 | 12/2021 |
| Tax Express | Harrisburg | PA | 06/2017 | 05/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2018 | 09/2023 |
| Northwestern Mutual Investment Services Llc | Mechanicsburg | PA | 09/2018 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2019 | 09/2023 |
| Lpl Financial Llc | Harrisburg | PA | 11/2023 | Present |
1) 11/9/2023- MACC Management- Business Entity For Tax/Investment Purposes Only- Owner - Inv. Related - Harrisburg, PA -start date 10/31/2022 - 0hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-19 |
Reach out to this advisor