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 |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
2 Meridian Blvd Ste 102, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Wyomissing | PA | 08/2013 | 07/2021 |
| Various Insuranc Carriers For W&R Insurance Agencies | Auburn | PA | 10/2013 | 07/2021 |
| Treeview Partners Llc | Wyomissing | PA | 04/2020 | 07/2021 |
| Lpl Financial Llc | Wyomising | PA | 07/2021 | Present |
1)08/26/2021 - WBS Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)08/26/2021 - Treeview Partners LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - Wyomissing , PA, - Start: 08/2020 3)08/26/2022 - Modern Life Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor/Insurance Producer - Start Date - 09/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-11 |
Reach out to this advisor