Best Investors
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Account
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-09 |
Branch Locations
279 Madison Ave, Albany, NY 12242 • United States
40 Wolf Rd., Colonie, NY 12205 • United States
99 Washington Ave, Albany, NY 12210 • United States
200 South Pearl Street, Albany, NY 12202 • United States
100 Van Rensselaer Sq., Rensselaer, NY 12144 • United States
110 State Street, Albany, NY 12207 • United States
2114 Western Ave, Guilderland, NY 12084 • United States
655 Patroon Creek Blvd, Albany, NY 12206 • United States
763 Rte 146, Altamont, NY 12209 • United States
Watervliet, NY • United States
4 Winners Circle, Albany, NY 12205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadview Fcu | Albany | NY | 08/2020 | Present |
| Panera Bread | Troy | NY | 09/2019 | 08/2020 |
| Hudson Valley Community College | Troy | NY | 08/2018 | 06/2020 |
| Unemployed | Ballston Spa | NY | 06/2018 | 08/2018 |
| Galway Central School District | Galway | NY | 09/2005 | 06/2018 |
| Lpl Financial Llc | Albany | NY | 08/2024 | Present |
1) 08/2024 - Broadview Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 08/2024 - Broadview Federal Credit Union / Financial Institution Duty / LICENSED RELATIONSHIP BANKER / Inv. Related / Albany NY / Start date 08/10/2020- 174 Hrs per month -100 % Time Spent 3) 08/22/2024 -Broadview Federal Credit Union / Notary / Albany NY / Start date 06/27/2022 - Time Spent 1%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-08 |
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