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 | 2022-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdermott Investment Advisors, Llc | Bethlehem | PA | 06/2017 | 08/2017 |
| Widener University | Chester | PA | 08/2017 | 05/2021 |
| Mcdermott Investment Advisors, Llc | Bethlehem | PA | 06/2019 | 09/2019 |
| Mcdermott Investment Advisors, Llc | Bethlehem | PA | 06/2021 | 06/2022 |
| Merrill Lynch - Gsl Associates | Wayne | PA | 10/2019 | 03/2020 |
| Mcdermott Investment Advisors, Llc | Bethlehem | PA | 06/2018 | 08/2018 |
| Bethlehem Catholic High School | Bethlehem | PA | 08/2013 | 05/2017 |
| Mcdermott Investment Services, Llc | Bethlehem | PA | 07/2021 | 06/2022 |
| Lpl Financial, Llc | Newtown | PA | 07/2022 | Present |
1. 7/2022 - DBA for LPL Business (entity for LPL business) - Diener Money Management - Investment Related - At Reported Business Location(s) 2. 4/5/2023 - Oak and Stone Capital Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/13/2022 - 80 Hours Per Month/80 Hours During Securities Trading 3. 02/09/2026 - Highland Capital Brokerage - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 02/13/2026 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-24 |
Reach out to this advisor