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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
500 North Broadway Suites 260 & 242, Jericho, NY 11753 • United States
55 Madison Avenue Suite 400, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-31 |
Branch Locations
100 Madison Street, Syracuse, NY 13202 • United States
55 Madison Avenue Suite 400, Morristown, NJ 07960 • United States
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 |
|---|---|---|---|---|
| Signature Securities Group Corp./Signature Bank | New York | NY | 01/2013 | 05/2023 |
| Cadaret, Grant & Co., Inc. | Jericho | NY | 05/2023 | 07/2025 |
| Lpl Financial Llc | Jericho | NY | 07/2025 | Present |
1- 07/2025 - Oak Lane - Real Estate Rental - Investment Related - Bushkill, PA - Start Date 06/01/2019 - 5 hours per month/ 0 hours during trading 2- 07/2025 - American Investment Planners - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 1 hour per month/ during trading 3- 07/2025 - American Investment Planners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/30/2023 - 40 hours per month/ during trading 4- 07/2025 - Generational Wealth Services, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 10 hours per month/ during trading 5- 09/10/2025 - Comprehensive Wealth Services - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 10 hours per month/ during trading - I temporarily provide limited services through Comprehensive Wealth Services, an RIA firm, for purposes of transitioning assets to the LPL Financial RIA. I started this activity business in 01/2025, and expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-15 |
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