Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-16 |
| NJ | RA | APPROVED | 2023-07-24 |
Branch Locations
305 Fellowship Rd., Ste 105, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Llc | Princeton | NJ | 06/2012 | 12/2018 |
| Prudential Insurance Company Of America | Dresher | PA | 03/2019 | 06/2019 |
| Unemployed | Mantua | NJ | 12/2018 | 03/2019 |
| Mass Mutual Life Insurance Company | New Castle | DE | 02/2020 | 07/2023 |
| Mml Investors Services | New Castle | DE | 03/2020 | 07/2023 |
| Unemployed | Mantua | NJ | 06/2019 | 02/2020 |
| Lpl Financial Llc | Mount Laurel | NJ | 07/2023 | Present |
1.07/24/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Peak Wealth Partners; Not Investment Related; at Reported Business Location(s); Start Date 06/30/2023; 160hrs/mth; 8hrs during trading 2.07/24/2023; BOOKS OF BROKERS; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/06/2023; 2hrs/mth; 2hrs during trading 3.07/24/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name GLADSTONE WEALTH PARTNERS; Not Investment Related; at Reported Business Location(s); Start Date 06/06/2023; 160hrs/mth; 8hrs during trading 4.07/28/2026; CKKC Wealth, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/21/2026; 200hrs/mth; 30hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-04 |
Reach out to this advisor