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 | 2026-01-14 |
| NY | RA | APPROVED | 2022-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | White Plains | NY | 10/2013 | 01/2022 |
| New York Life Insurance Company | White Plains | NY | 06/2013 | 01/2022 |
| Mml Investors Services, Llc | New York | NY | 02/2022 | 12/2022 |
| Mass Mutual Insurance Company | New York | NY | 01/2022 | 12/2022 |
| Lpl Financial Llc | Hawthorne | NY | 12/2022 | Present |
1) 12/2022 - CPC Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hours per month / 100 Time Spent Percent / 8 Hours During Trading / Hawthorne, NY 2) 12/11/2023 - M. Williamson Insurance Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 5 Hours Per Month/ During Trading 3) 12/11/2023 - Combined Insurance (A Chubb Company) - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 5 Hours Per Month/ During Trading 4) 12/11/2023 - Diversified Brokerage Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-06 |
Reach out to this advisor