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 | 2021-08-03 |
| FL | RA | APPROVED | 2018-02-15 |
| AL | RA | APPROVED | 2018-02-14 |
| GA | RA | APPROVED | 2018-02-14 |
| IL | RA | APPROVED | 2018-02-14 |
| OH | RA | APPROVED | 2018-02-14 |
| SC | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED | 2018-02-14 |
Branch Locations
659 S. Main St, Canandaigua, NY 14424 • United States
5 Seneca St, Geneva, NY 14456 • United States
710 West Miller Street, Newark, NY 14513 • United States
525 East Main Street, Palmyra, NY 14522 • United States
1 Clifton Springs Plz, Clifton Springs, NY 14432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 07/2012 | 02/2018 |
| Community Bank, Na | Newark | NY | 07/2012 | Present |
| Lpl Financial Llc | Phelps | NY | 02/2018 | Present |
1. 02/15/2018 - Community Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 02/15/2018 - Community Investment Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 7/18/2012. 3. 04/04/2025 - Nottingham Investment Services, Inc - Investment Related - DBA for LPL Business (entity for LPL business) - None - 0 Hrs/Mth - 0 Hrs During Trading - Start Date : 3/31/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-30 |
Reach out to this advisor