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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-05 |
| PA | RA | APPROVED | 2012-12-03 |
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 |
|---|---|---|---|---|
| Wyndham Advisors, Llc | Reading | PA | 04/2003 | Present |
| Lpl Financial Llc | Reading | PA | 11/2012 | Present |
1. 11/30/2012: WYNDHAM ADVISORS, LLC - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - AGENT - Time Spent 5% - OFFERS LIFE, LONG TERM CARE, AND DISABILITY. 2. 11/30/2012: WYNDHAM ADVISORS, LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 100%. 3. 10/1/2014: No Business Name - Not Investment Related - 5 Hearthstone Court Suite 106 Reading, PA 19606 - REAL ESTATE RENTAL - Start Date: 10/01/2014 - 0 Hours Per Month - OFFICE SPACE RENTAL. 4. 6/29/2017 - No Business Name - Investment Related - Reading, PA 19606 - Real Estate Rental - Started 11/01/2014 - 1 Hours Per Month During Securities Trading - Daughter and her fiancé and children live there.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-07 |
Reach out to this advisor