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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-14 |
| SC | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Middlesex Community College | Lowell | MA | 09/2016 | 04/2017 |
| New York Life Insurance Company | Waltham | MA | 05/2017 | 09/2018 |
| Nylife Securities Llc | Waltham | MA | 07/2017 | 09/2018 |
| Pruco Securities, Llc. | Myrtle Beach | SC | 09/2018 | 11/2024 |
| Prudential Insurance Company Of America | Myrtle Beach | SC | 09/2018 | Present |
| Lpl Enterprise, Llc | North Myrtle Beach | SC | 11/2024 | Present |
1) 11/21/2025-Coastline Financial Advisors-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business locations(s)-Start date 11/01/2025-160hrs/mth-160hrs/mth during trading 2) 01/20/2026-ReserveX Analytics-Owner/Founder-Business Owner-Not Inv Related-At Little River, SC-Start date 01/19/2026-12hrs/mth-8hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-14 |
Reach out to this advisor