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 | 2026-08-18 |
Branch Locations
1423 East Market Street, York, PA 17403 • United States
1423 East Market Street, York, PA 17403 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Director Of Major Gifts, Lebanon Valley College | York | PA | 07/2016 | 07/2019 |
| Prospera Financial Services Inc. | Dallas | TX | 01/2020 | 07/2023 |
| Unemployed | York | PA | 07/2019 | 01/2020 |
| Triad Advisors | Norcross | GA | 07/2023 | 04/2024 |
| Triad Hybrid Solutions | Norcross | GA | 07/2023 | 02/2024 |
| Stonebridge Financial Group, Llc | York | PA | 02/2024 | 05/2026 |
| Private Client Services | Wormleysburg | PA | 04/2024 | 05/2026 |
| Lpl Financial | York | PA | 08/2026 | Present |
| Unemployed | York | PA | 05/2026 | 08/2026 |
1. 08/2026– Conte Wealth Advisors – DBA for LPL Business (entity for LPL business)– Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – York PA 17011 – OBA Start Date: 8/18/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-16 |
Reach out to this advisor