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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Urban Air | Springfield | PA | 02/2019 | 08/2019 |
| Swarthmore College | Swarthmore | PA | 06/2019 | 08/2019 |
| Swarthmore College | Swarthmore | PA | 06/2021 | 08/2021 |
| Ridley Middle School | Ridley Park | PA | 08/2014 | 06/2017 |
| Ridley High School | Folsom | PA | 08/2017 | 06/2021 |
| Yale University | New Haven | CT | 08/2021 | 05/2025 |
| Reliance Standard | Philadelphia | PA | 06/2023 | 08/2023 |
| Reliance Standard | Philadelphia | PA | 06/2024 | 08/2024 |
| Bestvest Investments, Ltd. | Media | PA | 06/2025 | Present |
| Tsai City | New Haven | CT | 09/2023 | 05/2025 |
| Lpl Financial | Media | PA | 06/2025 | Present |
1. 09/2025 - BestVest Investments, Ltd. - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 7 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/25/2025 2. 01/26/2026 - BestVest Investments - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 02/02/2026 - 60 hours per month/ 22 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-11 |
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