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 |
|---|---|---|---|
| MA | RA | APPROVED | 2006-01-11 |
Branch Locations
200 Lowder Brook Dr Ste 2100, Westwood, MA 02090 • United States
Needham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Waltham | MA | 05/2004 | Present |
| Bay Financial Advisors, Inc. | Waltham | MA | 06/2004 | 12/2021 |
(1) 05/12/2004: No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - SELLING FIXED ANNUITIES, INDIVIDUAL & GROUP HEALTH, TERM, UNIVERSAL AND WHOLE LIFE, LONG TERM CARE AND DISABILITY INSURANCE (2) 05/12/2004: BAY FINANCIAL ASSOCIATES, LLC - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-10-04 |
Reach out to this advisor