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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2018-09-05 |
Branch Locations
203 Main St, Owego, NY 13827 • United States
127 Court St, Binghamton, NY 13901 • United States
100 Rano Blvd, Vestal, NY 13850 • United States
Spencer, NY • United States
One Chemung Canal Plz, Elmira, NY 14901 • United States
405 Chemung St, Waverly, NY 14892 • United States
628 W Church St, Elmira, NY 14905 • United States
951 Pennsylvania Ave, Elmira, NY 14904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ithaca | NY | 01/2016 | 11/2017 |
| Unemployed | Ithaca | NY | 11/2017 | 03/2018 |
| Cfs Group At Chemung Canal Trust Company | Owego | NY | 03/2018 | Present |
| Lpl Financial Llc | Owego | NY | 04/2018 | Present |
1)4/3/18- CFS GROUP- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100%. 2) 2) 4/20/2018 - Specific Solutions, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/12/2018 - 5 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-01 |
Reach out to this advisor