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 |
|---|---|---|---|
| PA | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alm Tax Service | Lancaster | PA | 01/2010 | Present |
| Invest Financial Corporation | Lancaster | PA | 08/2014 | 02/2018 |
| Lpl Financial, Llc | Lancaster | PA | 02/2018 | Present |
1. 02/14/2018 - MEADOWS REAL ESTATE INVESTORS LLC - Not Investment Related - St Pete Beach, FL - Real Estate Rental - Landlord. 2. 02/14/2018 - MMW, INC. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - President - Start Date 1-1-2010. 3. 06/29/2022 - Waters and Associates LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 01/07/2011 - 0 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-02-14 |
Reach out to this advisor