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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance | Atlanta | GA | 02/2007 | 06/2017 |
| H. Beck, Inc. | Bethesda | MD | 06/2017 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Waterbury | CT | 05/2025 | Present |
1- 05/2025 - TAX & INVESTMENT STRATEGIES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/07/1997 - 100 hours per month/ during trading 2- 05/2025 - TAX & INVESTMENT STRATEGIES - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/07/1997 - 5 hours per month/ during trading 3- 05/2025 - TAX & INVESTMENT STRATEGIES - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 07/01/1997 - 60 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
Reach out to this advisor