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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-05 |
| TX | RA | APPROVED_RES | 2010-11-16 |
| NJ | RA | APPROVED | 2010-07-29 |
Branch Locations
110 S Jefferson Rd Ste 301, Whippany, NJ 07981 • United States
Green Twp, NJ • United States
Kissimmee, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Whippany | NJ | 07/2010 | Present |
(1) 07/29/10 - DBA DIVERSIFIED FINANCIAL CONCULTANTS. (2) 04/07/2011 - NON-VARIABLE INSURANCE, 5% OF TIME SPENT. (3) 09/19/2013 - NON-VARIABLE INSURANCE - SELLING OF DISABILITY INCOME POLICIES, LONG TERM CARE AND FIXED LIFE INSURANCE POLICIES THROUGH SBG INSURANCE BROKERAGE - 2% OF TIME SPENT - WHIPPANY, NJ (4) 11/16/2022 - Overcomers Wealth Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 09/30/2022 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-28 |
Reach out to this advisor