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 | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 06/2016 | 11/2017 |
| Devany's Riverside Grill | Weedsport | NY | 06/2015 | 03/2020 |
| Cadaret, Grant & Co., Inc. | East Syracuse | NY | 11/2017 | 07/2025 |
| Lpl Financial Llc | East Syracuse | NY | 07/2025 | Present |
1 - 07/2025 - Zachary B Walton, Inc - Business Entity For Tax/Investment Purposes Only - Inv Related - East Syracuse, NY - OBA Start Date: 01/01/2024. 2 - 07/2025 - Marathon Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 140 Hours During Trading - At reported business location(s). 3 - 07/2025 - Marathon Financial Advisors - Non-Variable Insurance - Inv Related - 4 Hours/Month - 4 Hours During Trading - East Syracuse, NY - OBA Start Date: 01/01/2022. 4 - 07/2025 - Zachary Walton - Farm - Not Inv Related - 10 Hours/Month - Port Byron, NY - OBA Start Date: 05/20/2025. 5 - 11/04/2025 - Walton Property Services - Real Estate Rental - Jordan, NY - Investment Related - Start Date 12/01/2025 - 4 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
Reach out to this advisor