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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-26 |
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2011-08-23 |
Branch Locations
60-20 Woodside Ave, Woodside, NY 11377 • United States
37-06 82Nd Street, Suite 202, Jackson Heights, NY 11372 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Woodside | NY | 05/2008 | Present |
1. 4/25/2018 - INTELLECT ADVISOR - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/2018 - 10 Hours Per Month/1 Hours During Trading. 2. 12/24/2019 - IAI Insurance - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2020 - 5 Hours Per Month/1 Hour During Securities Trading. 3. 09/02/2021 - Webster Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/02/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-07 |
Reach out to this advisor