Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-24 |
| PA | RA | APPROVED | 2020-09-15 |
Branch Locations
40 E Montgomery Ave. 4Th Flr, Ste 417, Ardmore, PA 19003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bjl Wealth Management, Llc | Marlton | NJ | 09/2008 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 08/2020 |
| Bridge Wealth Advisors, Llc | Mount Laurel | NJ | 03/2016 | 10/2017 |
| Lpl Financial Llc | Ardmore | PA | 09/2020 | Present |
1. 9/15/2020 - Bridge Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2016 - 32 Hours Per Month/2 Hours During Securities Trading - Time Spent 20%. 2. 9/15/2020 - Bash Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 9/15/2020 - BJL Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2004 - 14 Hours Per Month/1 Hours During Securities Trading - Time Spent 10%. 4. 1/21/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/11/2008 - 5 Hours Per Month During Securities Trading. 5. 2/1/2022 - York 801 LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 02/07/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 6. 04/07/2022 - ABC LLC - Not Investment Related - Home Based - Other - Business Owner -Limited Partner - Start Date - 04/01/2022- 5 Hours Per Month/0 Hours During Securities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-25 |
Reach out to this advisor