Best Investors Account Sign in

William Gresham Cooney

LPl Financial LLC

Media, PA

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-21
TX RA APPROVED 2025-02-21
  • PA RA
    APPROVED
    Since 2025-02-21
  • TX RA
    APPROVED
    Since 2025-02-21

Branch Locations

600 N Jackson St Ste 305, Media, PA 19063 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bestvest Investments Media PA 01/2003 05/2025
Cooney Storage Oreland PA 11/2011 10/2016
Lpl Financial Media PA 02/2025 Present
  • 01/2003 → 05/2025
    Bestvest Investments
    Media, PA
  • 11/2011 → 10/2016
    Cooney Storage
    Oreland, PA
  • 02/2025 → Present
    Lpl Financial
    Media, PA
Other Businesses

1-01/2025 / BESTVEST INVESTMENTS LTD / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOC / 176 HRS MNTH / 7.5 HRS DURING TRADING / START 02/21/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-05
S63 Uniform Securities Agent State Law Examination 1994-02-03
  • S66 Uniform Combined State Law Examination
    2025-02-05
  • S63 Uniform Securities Agent State Law Examination
    1994-02-03

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Media, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor