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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mt. Laurel | NJ | 02/2016 | 10/2017 |
| Hightower Securities, Llc | Marlton | NJ | 10/2017 | 04/2019 |
| Ubs Financial Services Inc. | Mt. Laurel | NJ | 04/2019 | 04/2020 |
| Hightower Securities Llc | Marlton | NJ | 03/2020 | 06/2022 |
| Hightower Advisors Llc | Marlton | NJ | 03/2020 | 06/2022 |
| Hightower Advisors Llc | Marlton | NJ | 10/2017 | 04/2019 |
| Massmutual Life Insurance Co | Leesport | PA | 10/2022 | 05/2025 |
| Mml Investors Services, Llc | Leesport | PA | 10/2022 | 05/2025 |
| Self-Employed | Orwigsburg | PA | 06/2022 | 08/2022 |
| Lpl Financial Llc. | Boston | MA | 08/2022 | 10/2022 |
| Lpl Financial Llc | Leesport | PA | 05/2025 | Present |
1. Start Date: 05/29/2025 - Capacity Financial Planning & Investments - DBA for LPL Business (entity for LPL business) - Investment Related - Leesport, PA 19533 - 128 Hrs/Mth - 52 Hrs During Trading. - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-17 |
Reach out to this advisor