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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-09 |
| NJ | RA | APPROVED | 2025-09-08 |
Branch Locations
Greenwood Lake, NY • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| National Securities Corp | New York | NY | 10/2013 | 05/2022 |
| Lpl Financial Llc | Greenwood Lake | NY | 06/2022 | Present |
| Financial Resources Group | Chester | NJ | 06/2022 | 11/2025 |
| Gladstone Wealth Partners | Chester | NJ | 06/2022 | 09/2025 |
1) 6/2022- Financial Resources Group Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- Greenwood Lake, NY 2) 6/2022 - LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. 3) 6/2022 - Gladstone Institutional Advisory - Registered Investment Adviser DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - 80 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-22 |
Reach out to this advisor