Best Investors
Account
Sign in
Best Investors
Account
Sign in
496 State Rd, West Tisbury, MA 02575 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | West Tisbury | MA | 10/2006 | Present |
| Martha's Vineyard Investment Advisors, Llc | West Tisbury | MA | 01/2019 | Present |
1. 5/26/2020 - Martha's Vineyard Investment Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/20/2017 - 150 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Martha's Vineyard Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-27 |
Reach out to this advisor