Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-09 |
| TX | RA | APPROVED_RES | 2023-08-09 |
Branch Locations
910 Cromwell Park Dr. Ste 103, Glen Burnie, MD 21061 • United States
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 |
|---|---|---|---|---|
| M&T Securities | Glen Burnie | MD | 04/2003 | 11/2016 |
| Raymond James Financial Service,Inc | Severna Park | MD | 11/2016 | 08/2023 |
| Raymond James Financial Services Advisors Inc. | Severna Park | MD | 11/2016 | 08/2023 |
| Specific Solutions | Severna Park | MD | 11/2016 | 07/2023 |
| Fulton Bank | Severna Park | MD | 12/2016 | 08/2023 |
| Financial Advisors | Severna Park | MD | 11/2019 | 08/2023 |
| Financial Advisors | Severna Park | MD | 11/2019 | 08/2023 |
| Lpl Financial Llc | Glen Burnie | MD | 08/2023 | Present |
1) 6/1/2023- Gibson Schuler Wealth Advisors LLC. - DBA for LPL Business (entity for LPL business) - Inv. Related- At reported business location(s) 2) 6/1/2023- John Gibson - Notary- Inv. Related- Annapolis, MD - Start date 4/17/203- 1hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-04 |
Reach out to this advisor