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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-12 |
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 |
|---|---|---|---|---|
| Parkland Securities, Llc | Ann Arbor | MI | 08/2014 | 01/2024 |
| Lpl Financial Llc | Horsham | PA | 01/2024 | Present |
1- 12/2023 / Falcon Financial Planning / DBA for LPL Business (entity for LPL business) / Investment Related / start date 12/04/2006 2- 12/2023 / 53rd Street Partners LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / start date 05/01/2020 3- 12/2023 / Robert Lydon / Non-Variable Insurance / Investment Related / start date 04/24/1997
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-29 |
Reach out to this advisor