Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-12 |
Branch Locations
11 Marshall Rd Ste 2A, Wappingers Falls, NY 12590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stop And Shop | Poughkeepsie | NY | 09/2015 | 04/2026 |
| Hudson Valley Credit Union | Wappinger Falls | NY | 05/2026 | Present |
| Lpl Financial | Wappinger Falls | NY | 05/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth Management at Hudson Valley Credit Union - Inv Rel - At Reported Business Location Inv Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-11 |
Reach out to this advisor