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 | 2025-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Physical Therapy | East Greenbush | NY | 04/2004 | 06/2022 |
| Cadaret, Grant & Co., Inc. | Clifton Park | NY | 06/2014 | 09/2018 |
| Cp Capital Management, Llc | Clifton Park | NY | 06/2014 | Present |
| Securities America Inc. | Clifton Park | NY | 09/2018 | 06/2024 |
| Securities America Advisors, Inc. | Clifton Park | NY | 03/2019 | 06/2024 |
| Osaic Wealth, Inc. | Clifton Park | NY | 06/2024 | 10/2025 |
| Osaic Wealth, Inc. | Clifton Park | NY | 06/2024 | 10/2025 |
| Lpl Financial Llc | Clifton Park | NY | 10/2025 | Present |
1. 09/2025 - CP Capital Management LLC - Non-Variable Insurance - Inv Related - 20 Hour(s)/Month - 1 Hour(s) During Trading - Clifton Park, NY 12065 - OBA Start Date: 06/01/2014 2. 09/2025 - CP Capital Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 10/20/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-30 |
Reach out to this advisor