Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 01/2019 | 03/2020 |
| Sentry Insurance | Harleysville | PA | 03/2009 | 01/2019 |
| Morgan Stanley Smith Barney Llc | Doylestown | PA | 03/2020 | 12/2025 |
| Lpl Financial Llc | Blue Bell | PA | 03/2026 | Present |
1. 03/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/11/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-29 |
Reach out to this advisor