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 | 2023-04-03 |
| NY | RA | APPROVED | 2023-03-29 |
Branch Locations
18 Corporate Woods Blvd Fl 2, Albany, NY 12211 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Albany | NY | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Albany | NY | 11/2016 | 11/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2017 | 03/2023 |
| Pks Advisory Services, Llc | Albany | NY | 11/2017 | 03/2023 |
| Lpl Financial Llc | Albany | NY | 03/2023 | Present |
1) 3/2023- Rosemont Financial Group- DBA for LPL Business (entity for LPL business)- inv. related- Albany, NY 2) 3/2023- Meleco Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Albany, NY 3) 3/2023- Non-Variable Insurance- Agent selling Fixed Annuities - inv. related- Albany, NY - start date 11/1/2017- 0hrs 4) 09/17/2024 - Meleco Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/09/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-08 |
Reach out to this advisor