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 |
|---|---|---|---|
| VI | RA | APPROVED | 2026-08-11 |
| RI | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2026-07-24 |
| NJ | RA | APPROVED | 2026-06-30 |
| NY | RA | APPROVED | 2026-06-30 |
Branch Locations
300 Great Oaks Blvd Ste 300, Albany, NY 12203 • United States
332 Springfield Ave, Ste 207, Summit, NJ 07901 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
332 Springfield Avenue, Suite 207, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 01/2018 | 11/2019 |
| The Ayco Company, L.P. | Latham | NY | 01/2016 | 01/2018 |
| Guardian Life Insurance Co | Latham | NY | 11/2019 | 06/2026 |
| Park Avenue Securities, Llc | Latham | NY | 11/2019 | 06/2026 |
| Lpl Financial | Summit | NJ | 06/2026 | Present |
1. 06/2026 - Edgewood Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 06/30/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-29 |
Reach out to this advisor