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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-14 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1055 Westlakes Dr 3Rd Floor, Berwyn, PA 19312 • United States
150 S Warner Rd Ste 220, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The University Of Scranton | Scranton | PA | 08/2016 | 06/2017 |
| Lincoln Financial Group | Philadelphia | PA | 07/2017 | 08/2021 |
| Lincoln Financial Advisors Corporation | Berwyn | PA | 08/2021 | 08/2024 |
| Lpl Financial Llc | Berwyn | PA | 08/2024 | Present |
1) 06/14/2024 - PFG Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 06/14/2024 - Academy Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-23 |
Reach out to this advisor