Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-04-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Greenfiled | MA | 12/2015 | 12/2018 |
| Greenfield Cooperative Bank | Greenfield | MA | 03/2004 | 12/2018 |
| Raymond James Financial Services Advisors Inc. | Greenfield | MA | 05/2018 | 12/2018 |
| Hostoric Deerfield, Inc. | Deerfield | MA | 01/2019 | Present |
| Eaglebrook School | Deerfield | MA | 01/2019 | Present |
| Freedom Credit Union | Turners Falls | MA | 04/2019 | 10/2025 |
| Lpl Financial, Llc | Shelburne Falls | MA | 04/2019 | Present |
1) 4/22/19- FCU Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related - at reported business location(s)- 100% 2) 4/22/19- MJ PROPERTY MANAGEMENT-Real Estate Rental- Manager - Inv. Related- start date 1/1/2005- 2hrs/mth 3) 4/22/19- Watch Collector - owner- BUY/SELL VINTAGE WATCHES/JEWELRY- Non-Inv. Related- Montague, MA- start date 1/1/2005- 4hrs/mth. 4) 10/09/2025- Salmon Falls Wealth Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/06/2025- 40 Hours Per Month- 30 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-02 |
Reach out to this advisor