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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coach | Chester | PA | 10/2009 | Present |
| Bestvest Investments Ltd | Media | PA | 09/2014 | 02/2025 |
| Independent Insurance Agent | Media | PA | 08/2016 | 08/2021 |
| Lpl Financial Llc | Media | PA | 02/2025 | Present |
1. 02/2025- BestVest Investments, Ltd- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 02/2025- Best Vest Investments- Non-Variable Insurance-Inv Rel- 60 Hrs Per Mnth- 3 Hrs During Trading- Start Date 09/08/2014 3. 10/24/2025 - Widener University - Outside/W-2 Employment - Head Ice Hockey Coach - Chester, PA - Not Investment Related - Start Date 10/27/2025 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-02 |
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