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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
22 East Main Street, Clifton Springs, NY 14432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Rochester | NY | 03/2013 | 07/2025 |
| Lpl Financial Llc | Clifton Springs | NY | 07/2025 | Present |
1 - 07/2025 - Spero Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2 - 07/2025 - Spero Financial Services - Non-Variable Insurance - Inv Related - 40 Hours/Month - 40 Hours During Trading - Clifton Springs, NY - OBA Start Date: 03/02/2015.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-28 |
Reach out to this advisor