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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-01 |
Branch Locations
1177 Avenue Of The Americas Ste 5133, New York, NY 10036 • United States
1517 Voorhies Ave 3Rd Floor, Brooklyn, NY 11235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Melville | NY | 06/2013 | 06/2018 |
| Eagle Strategies Llc | Melville | NY | 06/2013 | 06/2018 |
| Metro Financial Services, Inc. | Melville | NY | 12/2013 | 06/2018 |
| Pruco Securities, Llc | Brooklyn | NY | 06/2018 | 09/2018 |
| The Prudential Insurance Company Of America | Brooklyn | NY | 06/2018 | 09/2018 |
| Equity Services, Inc. | Montpelier | VT | 09/2018 | 08/2025 |
| National Life Group | Hauppauge | NY | 09/2018 | Present |
| Lpl Financial Llc | New York | NY | 08/2025 | Present |
| Esm Tax Inc | New York | NY | 08/2025 | Present |
| Esm Tax Inc | Brooklyn | NY | 08/2025 | Present |
1 - 07/2025 - Walnut Beech Advisors - DBA for LPL Business (entity for LPL business) - DBA for LPL Business (entity for LPL business) - At reported business location(s). 2 - 07/2025 - ESM Tax Inc - Business Entity For Tax Prep/Accounting/CPA - Inv Related - 180 Hours/Month - 6 Hours During Trading - Brooklyn NY - OBA Start Date: 02/01/2012. 3 - 07/2025 - Fixed Insurance Business - Non-Variable Insurance - Inv Related - 10 Hours/Month - 2 Hours During Trading - Brooklyn NY - OBA Start Date: 01/01/2013.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-20 |
Reach out to this advisor