Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-15 |
| NY | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
4729 Onondaga Blvd., Syracuse, NY 13219 • United States
65 State Street, Auburn, NY 13021 • United States
7670 Morgan Road, Liverpool, NY 13090 • United States
521 Erie Blvd West, Syracuse, NY 13204 • United States
900 Kinne Street, East Syracuse, NY 13057 • United States
400 Fort Hill Ave Bldg 2, Canandaigua, NY 14424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2022 | 03/2022 |
| Marquardt Group | Cazenovia | NY | 03/2021 | 08/2021 |
| Phinland Clothing | Baldwinsville | NY | 01/2021 | 01/2022 |
| Hanford Pharmaceuticals | Syracuse | NY | 09/2020 | 03/2021 |
| Dicks Sporting Goods | Syracuse | NY | 06/2020 | 09/2020 |
| Unemployed | Baldwinsville | NY | 03/2020 | 06/2020 |
| Lemoyne College Athletic Center | Syracuse | NY | 02/2020 | 03/2020 |
| Rite Aid | Liverpool | NY | 05/2019 | 08/2019 |
| Sal's Pizzeria And Restaurant | Baldwinsville | NY | 06/2016 | 08/2018 |
| Lemoyne College | Syracuse | NY | 01/2019 | 12/2021 |
| University At Albany | Albany | NY | 08/2018 | 12/2018 |
| C.W. Baker High School | Baldwinsville | NY | 08/2015 | 06/2018 |
| Door Dash | Baldwinsville | NY | 06/2021 | 02/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2022 | 05/2024 |
| Empower Federal Credit Union | Syracuse | NY | 04/2022 | 05/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2024 | 05/2025 |
| Empower Federal Credit Union | Syracuse | NY | 05/2024 | Present |
| Lpl Financial Llc | Liverpool | NY | 05/2025 | Present |
1- 05/15/2025 - Unity House - Non-Profit Board Member - Planned Giving Advisory Council Member - Investment Related - Auburn, NY - Start Date 10/15/2024 - 1 hour per month/ during trading 2- 06/27/2025 - Empower Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/25/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-21 |
Reach out to this advisor