Best Investors
Account
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-18 |
| TX | RA | APPROVED | 2025-11-17 |
| VA | RA | APPROVED | 2025-11-17 |
Branch Locations
4860 Cox Road Suite 200, Office 268, Glen Allen, VA 23060 • United States
9220 Bonita Bch Rd Ste 200-12, Bonita Springs, FL 34135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financail Network | Waltham | MA | 11/2011 | 11/2025 |
| Strategic Wealth Planning | Woodcliff Lake | NJ | 11/2011 | Present |
| Lpl Financial Llc | Bonita Springs | FL | 11/2025 | Present |
1) 11/2025 - Strategic Wealth Planning, Inc / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - 1 Total Hours per month - 1 Total Hours per month during trading* 2) 11/2025 - Strategic Tax Planning, Inc / Tax Prep/Accounting/CPA / Inv Related / Start date 07/18/2018 - 5 Total Hours per month - 5 Total Hours per month during trading 3) 11/2025 - Ed Bayarski / Non-Variable Insurance / Inv Related / Start date 11/14/2025 - 1 Total Hours per month - 1 Total Hours per month during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 1998-04-28 |
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