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 |
|---|---|---|---|
| MD | RA | APPROVED | 2023-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Towson | MD | 08/2019 | 03/2021 |
| Baltimore County Public Schools | Towson | MD | 07/2014 | 07/2019 |
| Advanced Financial Consultants | Glen Arm | MD | 06/2015 | 03/2019 |
| Janney Montgomery Scott Llc | Towson | MD | 03/2021 | 10/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2021 | 09/2023 |
| Cambridge Investment Research Advsiors, Inc. | Fairfield | IA | 10/2021 | 09/2023 |
| Lpl Financial Llc | Glen Arm | MD | 09/2023 | Present |
1) 09/18/2023 - Advanced Financial Consultants - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 80 Hours per month. 2) 09/18/2023 - Rental Property - Real Estate Rental - Owner - MD 21093 - Investment related - Start date: 09/01/2020. 3) 09/18/2023 - Advanced Tax, Accounting & Software Services - Tax Prep/Accounting/CPA - MD 21057 - Investment related - 36 Hours per month - Start date: 09/01/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-08 |
Reach out to this advisor