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 | 2025-07-10 |
| PA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Planning Svc | Elmira | NY | 10/1993 | Present |
| Cadaret, Grant & Co., Inc. | Elmira | NY | 01/1994 | 07/2025 |
| Lpl Financial Llc | Elmira | NY | 07/2025 | Present |
1) 07/10/2025-Investment Planning Services-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 10/01/1993-200hrs/mth-120hrs/mth during trading 2) 07/10/2025-Jonathan Kravitz-Co-owner-Real Estate Rental-Inv related-At Royal Palm Beach, FL-Start date 07/23/2012-2hrs/mth-0hrs/mth during trading 3) 07/10/2025-Jonathan Kravitz-Co-owner-Real Estate Rental-Inv related-At Coconut Creek, FL-Start date 07/23/2012-2hrs/mth-0hrs/mth during trading 4) 07/10/2025-Jonathan Kravitz-Co-owner-Real Estate Rental-Inv related-At Elmira, FL-Start date 07/23/2012-2hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-15 |
Reach out to this advisor