Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-06 |
| MA | RA | APPROVED | 2009-09-08 |
Branch Locations
50 Braintree Hill Ofc Prk #205, Braintree, MA 02184 • United States
Cotuit, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Braintree | MA | 09/2009 | Present |
1. 2/19/2010: DBA ONLY - LEVERONI FINANCIAL MANAGEMENT CORP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-11-03 |
Reach out to this advisor