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 | 2015-05-15 |
Branch Locations
279 Columbia Mall Dr, Bloomsburg, PA 17815 • United States
200 Market Street, Benton, PA 17814 • United States
119 Northumberland Dr, Elysburg, PA 17824 • United States
2691 Columbia Blvd Rt 11, Bloomsburg, PA 17815 • United States
232 East Street, Bloomsburg, PA 17815 • United States
1919 W. Front Street, Berwick, PA 18603 • United States
125 South State St, Millville, PA 17846 • United States
300 Market St, Berwick, PA 18603 • United States
347 Main St, Catawissa, PA 17820 • United States
1199 Lightstreet Road, Bloomsburg, PA 17815 • United States
710 Walnut Street, Danville, PA 17821 • United States
2 W Central Ave, Avis, PA 17721 • United States
2 N Main St, Muncy, PA 17756 • United States
201 South Market St., South Williamsport, PA 17702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Columbia Bank & Trust | Bloomsburg | PA | 06/2006 | Present |
| Lpl Financial, Llc | Bloomsburg | PA | 06/2006 | Present |
1. 05/15/2011: STRAT-O-MATIC GAME CO., INC. - NOT INV REL - OTHER-SPORTS ENTERTAINMENT - 1% OF TIME SPENT - VIDEO BLOGGER DISCUSSING STRATEGIES FOR A COMPANY THAT PRODUCES COMPUTER/TABLE GAMES. 2. 12/31/2014 - BASEBALLHQ. A PROPERTY OF USA TODAY DIGITAL MEDIA - NOT INVESTMENT RELATED - 200 SPYGLASS HILL DRIVE, BLOOMSBURG, PA 17815 - OTHER-FANTASY BASEBALL WEBSITE - STARTED 12/23/2014 - TIME SPENT 15 HOURS PER MONTH/0 HOURS DURING SECURITIES TRADING - CONTRIBUTOR TO A FANTASY BASEBALL WEBSITE. 3. 04/02/2015 - FIRST COLUMBIA BANK & TRUST - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - FINANCIAL INSTITUTION DUTY - START DATE 04/02/2015 - TIME SPENT 10 HOURS PER MONTH DURING SECURITIES TRADING - SR. VICE PRESIDENT & CHIEF WEALTH MANAGEMENT OFFICER. 4. 12/29/2015 - Bloomsburg University of Pennsylvania - NOT INV REL - 400 East Second Street, Bloomsburg, PA 17815 - Outside/W-2 Employment - START 01/01/2015 - Instructor of Finance, Marketing & Management, Bloomsburg University. 5. 07/24/2019 - No business name - Not investment related - Freelance Speaker - start date:06/23/2019 - 8 hrs/mo - 0 hrs during trading. 6. 11/3/2021 - Bloomsburg Little League - Not Investment Related - PO Box 26, Bloomsburg, PA 17815 - Other-Umpire - Started 10/09/2017 - 20 Hours Per Month/0 Hours During Securities Trading - Occasional Umpire for Bloomsburg Little League. 7. 1/27/2023 - No Business Name - Not Investment Related - Home Based - Other - Collector - Start Date - 01/04/2023 - 5 Hours Per Month/0 Hours During Securities Trading 8. 10/10/2023 - OneJourney Investment Center, a Division of Journey Bank - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/11/2023 - 160 Hours Per Month/ 130 Hours During Trading 9) 04/21/2025 - Journey Bank - Investment Related - Financial Institution Duty - At Reported Business Location(s) - Start Date:04/21/2025 - 20 Hours Per Month/ 20 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
Reach out to this advisor