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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-23 |
Branch Locations
3160 East Main Street, Mohegan Lake, NY 10547 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hudson Valley Credit Union | Hopewell Junction | NY | 02/2023 | 08/2023 |
| Hudson Valley Credit Union | Lagrangeville | NY | 08/2023 | 04/2024 |
| Hudson Valley Credit Union | Mohegan Lake | NY | 04/2024 | Present |
| Mcdonalds - Opstad Franchises | Lagrangeville | NY | 06/2017 | 02/2023 |
| National Income Life Insurance Company - Self Employed | Remote | NY | 02/2021 | 12/2022 |
| Full Time Education - Arlington Central School District | Hopewell Junction | NY | 09/2014 | 09/2019 |
| Lpl Financial Llc | Mohegan Lake | NY | 10/2024 | Present |
1 - 09/26/2024 - Wealth Management at Hudson Valley Credit Union - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 09/26/2024 - Hudson Valley Credit Union - Financial Institution Duty - Inv Related - 160 Hours/Month - NY 10547 - OBA Start Date: 02/06/2023. 3 - 09/26/2024 - Hudson Valley Credit Union - Notary - Inv Related - 8 Hours/Month - NY 10547 - OBA Start Date: 04/28/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-18 |
Reach out to this advisor