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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-03 |
| PA | RA | APPROVED | 2021-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2005 | 11/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2005 | 11/2021 |
| Lpl Financial Llc | Doylestown | PA | 11/2021 | Present |
1) 4/1/2015- Reiner Financial Group- DBA for LPL Business (entity for LPL business)- inv. related- Doylestown, PA - 2hrs/mth 2) 11/2021- Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- Doylestown, PA - 160hrs/mth 3) 11/2021- BOOK OF BROKERS- Non-Variable Insurance- Agent selling Term and Universal Life - inv. related- Doylestown, PA - 2hrs/mth 4) 07/17/2024 - Broad & Union, LLC - Real Estate Rental - Investment Related - Doylestown, PA - Start Date 05/01/2023 - 5 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-19 |
Reach out to this advisor