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 | 2021-09-23 |
| NY | RA | APPROVED | 2021-06-09 |
Branch Locations
1071 N Susquehanna Trl, Selinsgrove, PA 17870 • United States
265 South Market St., Elysburg, PA 17824 • United States
1-7 East Centre Street, Mahanoy City, PA 17948 • United States
889 Bloom Rd, Danville, PA 17821 • United States
415 Central Road, Bloomsburg, PA 17815 • United States
Sugarloaf, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacer Financial, Inc. | Malvern | PA | 01/2019 | 06/2019 |
| The Pennsylvania State University | University Park | PA | 08/2015 | 12/2018 |
| Citizens Bank | Exton | PA | 06/2019 | 02/2021 |
| Citizens Securities, Inc. | Exton | PA | 06/2019 | 02/2021 |
| M&T Securities, Inc. | Syracuse | NY | 03/2021 | Present |
| Lpl Financial Llc | Syracuse | NY | 06/2021 | Present |
1. 04/28/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wilmington Advisors @ M&T - Investment Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-26 |
Reach out to this advisor