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 | 2024-11-14 |
Branch Locations
4000 Hempfield Plaza Blvd Ste 980, Greensburg, PA 15601 • United States
2009 Mackenzie Way Ste 100 Pmb 188, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Delmont | PA | 04/2010 | 03/2017 |
| Mml Investors Services, Llc | Delmont | PA | 03/2017 | 11/2017 |
| Massmutual Life Insurance Company | Delmont | PA | 03/2017 | 11/2017 |
| Prudential Insurance Company Of America | Greensburg | PA | 11/2017 | Present |
| Pruco Securities, Llc. | Greensburg | PA | 11/2017 | 11/2024 |
| Lpl Enterprise, Llc | Greensburg | PA | 11/2024 | Present |
1) 10/31/2024- The Rock Financial Services Westmoreland LLC- Business Entity For Tax/Investment Purposes Only- The LLC was formed to pool funds from the three principles to lease office space, internet and phone expenses and related accounting & tax preparation for the LLC and Liability Insurannce. We each contribute quarterly in equal payments to the to the LLC.- INV Related- At Greensburg, PA- Start date 12/01/2017- 4 HRS MTH- 4 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-23 |
Reach out to this advisor