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 | 2025-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Latham | NY | 07/2018 | 06/2019 |
| Villa Italia | Schenectady | NY | 10/2013 | 07/2018 |
| Cetera Investment Services Llc | St Cloud | NY | 06/2019 | 10/2023 |
| Cetera Investment Advisers Llc | Latham | NY | 06/2019 | 10/2023 |
| Lpl Financial | Latham | NY | 10/2023 | Present |
1- 09/2023 / Notary / INVESTMENT RELATED 2- 09/2023 / Summit Wealth / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / 8 HRS DURING TRADING 3- 07/22/2024 - Other - Etsy Seller - Craft items/ Sole Proprietor - Not Investment Related - Home Based/ Online - Start Date 07/18/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-19 |
Reach out to this advisor