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 | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lockport | NY | 05/2013 | 07/2023 |
| First Niagara Bank | West Seneca | NY | 05/2013 | 09/2016 |
| Northwest Bank | Lockport | NY | 09/2016 | 07/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2023 | 05/2025 |
| Lpl Financial Llc | Lockport | NY | 05/2025 | Present |
1- 05/15/2025 - Cornerstone Investment & Retirement Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-20 |
Reach out to this advisor