Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-31 |
| TX | RA | APPROVED_RES | 2023-01-24 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Hassett Tax & Financial Services | Commack | NY | 02/2003 | Present |
| Invest Financial Corporation | Tampa | FL | 10/2007 | 02/2018 |
| Lpl Financial Llc | Commack | NY | 02/2018 | Present |
1. 02/14/2018 - Hasset Tax & Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 02/14/2018 - Crump Life Insurance - Investment Related - 100 RING RD W #200, GARDEN CITY, NY - Non-Variable Insurance - Start Date 10/25/07 - 1 Hours Per Month/1 During Securities Trading. 3. 02/14/2018 - Hasset Tax & Financial Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date 12/19/2002. 4. 12/28/2018 - Sea Things LLC entity in Atlantic Cove Marina LLC - Not Investment Related - Location: na - Business Entity For Tax/Investment Purposes Only - Started 11/15/2018 - 0 Hours Per Month - Equity holder. 5. 11/26/2019 - Advisors Insurance Brokers - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 11/25/2019 - 1 Hour Per Month During Securities Trading. 6. 9/22/2020 - Hampton Dune Holdings LLC - Not Investment Related - 700 Lakeland Ave, Bohemia, NY 11716 - Business Entity For Tax/Investment Purposes Only - Started 5/22/2018 - 0 Hours Per Month - Passive ownership only, investment in Atlantic Cove Marina, no other roles., no custody and control over any assets. No management roles. 7. 9/22/2020 - Atlantic Cove Marina LLC - Not Investment Related - 215 Alantic Ave, East Moriches, NY 11940 - Other-owner of marina - Started 6/18/2018 - 0 Hours Per Month - Partial owner in the Marina, no other duties, no custody or control over any assets of the Marina, no management responsibilities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-11 |
Reach out to this advisor