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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Bestvest Investments Ltd | Media | PA | 02/2013 | 02/2025 |
| Independent Insurance Agent | Media | PA | 08/2011 | 02/2025 |
| Lpl Financial | Media | PA | 02/2025 | Present |
1-01/2025 / BestVest Investments, Ltd. / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-11 |
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