Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-06 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
3 Lear Jet Ln Stes 200N & 201N, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Latham | NY | 07/2014 | 02/2018 |
| Lpl Financial Llc | Latham | NY | 02/2018 | Present |
1. 02/14/2018 - EMPIRE FINANCIAL ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 7/1/2014 - 60 Hours Per Month/40 During Securities Trading. 2. 02/14/2018 - ENTREPRENEUR ORGANIZATION - Investment Related - At Reported Business Location(s) - Other - MEMBER. 3. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance- Start Date 1/1/2015 - 20 Hours Per Month/20 During Securities Trading - Time Spent 10%. 4. 11/15/2021 - Advisors Insurance Brokers (AIB) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/05/2021 - 4 Hours Per Month/0 Hours During Securities Trading. 5. 07/02/2024 - Pachira Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/26/2024 - 160 Hours per Month/ 7 Hours During Trading 6) 01/16/2025 - Meyer Thornton Vacation Property, LLC - Investment Related - Real Estate Rental - Virgin Islands, - Start Date:09/24/2024 - 30 Hrs/Mth - 0 Hrs During Trading. 7) 10/03/2024 - Gretchen Meyer Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/12/2014 - 80 Hrs/Mth - 80 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-10 |
Reach out to this advisor