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 | 2013-02-25 |
Branch Locations
352 Park St Ste 201, North Reading, MA 01864-2156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | North Reading | MA | 02/2013 | Present |
| Pinnacle Private Wealth, Llc | Woburn | MA | 05/2017 | 01/2019 |
1. 02/01/2013: OSBORN FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - 100% OF TIME SPENT 2. 10/03/2023 - Warner Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 01/01/2018 - 3 Hours Per Month/1 Hour During Trading. 3. 01/12/2022 - Judith Osborn CPA - DBA: Osborn Financial Group - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 1/12/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-22 |
Reach out to this advisor