Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
2209 Forest Hills Dr. Suite 20, Harrisburg, PA 17112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Harrisburg | PA | 08/2015 | 08/2019 |
| Nylife Securities Llc | Harrisburg | PA | 08/2015 | 08/2019 |
| Mutual Of Omaha Investor Services | Harrisburg | PA | 08/2019 | 11/2019 |
| Mutual Of Omaha Insurance Company | Harrisburg | PA | 08/2019 | 11/2019 |
| Penn Mutual Life Insurance Company | Horsham | PA | 11/2019 | 04/2020 |
| Hornor Townsend & Kent Llc | Horsham | PA | 11/2019 | 04/2020 |
| Equity Services, Inc | Montpelier | VT | 04/2020 | 04/2022 |
| National Life Group | Media | PA | 03/2020 | 04/2022 |
| The Prudential Insurance Company Of America | Harrisburg | PA | 04/2022 | Present |
| Pruco Securities, Llc | Harrisburg | PA | 04/2022 | 11/2024 |
| Lpl Enterprise, Llc | Harrisburg | PA | 11/2024 | Present |
1) 11/06/2024 - Forest Hills Financial Group - This is my DBA outside office for Prudential and now LPL - DBA for LPL Business (entity for LPL business) - Inv Related - At Harrisburg PA - Start Date 01/02/2024 - 40hrs/mth - 40hrs/mth During Trading 2) 11/05/2024 - National Life Group - Receive trail commission from non-variable life products - Inv Related - At Harrisburg PA - Start Date 02/01/2022 - 0hrs/mth - 0hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
Reach out to this advisor