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 |
|---|---|---|---|
| WI | RA | APPROVED | 2019-03-13 |
| GA | RA | APPROVED | 2019-01-04 |
| NJ | RA | APPROVED | 2017-11-29 |
| TX | RA | APPROVED_RES | 2017-11-29 |
Branch Locations
101 Town Center Dr Ste 111, Warren, NJ 07059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Financial Group | Warren | NJ | 07/1996 | 12/2016 |
| National Planning Corporation | Warren | NJ | 11/2006 | 11/2017 |
| Lpl Financial Llc | Warren | NJ | 11/2017 | Present |
1. 11/29/2017 - MISRA ENTERPRISE INC - Not Investment Related - Home based - Business Entity For Tax/Investment Purposes Only - Start Date 12/20/2006 - 5 Hours Per Month/5 During Securities Trading. 2. 11/29/2017 - BEACON FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 5 Hours Per Month/5 During Securities Trading. 3. 11/29/2017 - Integrated Solutions - Investment Related - Non-Variable Insurance - Agent - Start Date 12/07/06 - 15 Hours Per Month - Sells LTC, term insurance and fixed Universal policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-11 |
Reach out to this advisor