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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-31 |
| NJ | RA | APPROVED | 2024-05-02 |
Branch Locations
305 Fellowship Rd., Ste 105, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2013 | 09/2016 |
| Massmutual | Bala Cynwyd | PA | 09/2016 | 06/2018 |
| Mml Investors Services | Bala Cynwyd | PA | 01/2017 | 07/2018 |
| Morgan Stanley | Mt. Laurel | NJ | 06/2019 | 05/2024 |
| Unemployed | Woodbury | NJ | 07/2018 | 06/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | 05/2024 |
| Lpl Financial | Mt Laurel | NJ | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2019 | Present |
1) 04/2024 - Peak Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 04/2024 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-31 |
Reach out to this advisor