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_RES | 2025-08-11 |
| NY | RA | APPROVED | 2025-01-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Binghamton | NY | 07/2015 | 04/2023 |
| Bank Of America, N.A. | Binghampton | NY | 10/2015 | 04/2023 |
| Rbc Capital Markets, Llc | Watertown | NY | 04/2023 | 04/2024 |
| Community Bank | Watertown | NY | 04/2024 | 09/2025 |
| Lpl Financial Llc | New Hartford | NY | 04/2024 | Present |
| Arrow Bank National Association | Glens Falls | NY | 10/2025 | 03/2026 |
1.04/02/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Community Investment Services Inc; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.04/04/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Nottingham Investment Services; Investment Related; at Reported Business Location(s); Start Date 03/31/2025; hrs/mth; hrs during trading 3.08/06/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Petersen Advisors LLC; Investment Related; at Reported Business Location(s); Start Date 03/01/2026; 160hrs/mth; 130hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-20 |
Reach out to this advisor