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 |
|---|---|---|---|
| RI | RA | APPROVED | 2024-11-14 |
Branch Locations
702 Aquidneck Avenue, Middletown, RI 02842 • United States
475 Kilvert Street Suite 135, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Warwick | RI | 06/2017 | 11/2024 |
| College Student-Uri | Kingston | RI | 09/2010 | 06/2017 |
| Aquidneck Island Insurance | Middletown | RI | 06/2016 | 05/2017 |
| Aquidneck Island Insurance | Middletown | RI | 04/2016 | Present |
| Prudential Insurance Company Of America | Middletown | RI | 09/2017 | Present |
| Lpl Enterprise, Llc | Middletown | RI | 11/2024 | Present |
1) 10/31/2024 - Aquidneck Island Insurance - Agent for my father's P&C business - Property and Casualty - Inv Related - At MIDDLETOWN, RI - Start Date 08/01/2017 - 60hrs/mth - 60hrs/mth During Trading 2) 10/31/2024 - Worthen Apartments LLC - Inherited property with brothers and sisters - Real Estate Rental - Inv Related - At MIDDLETOWN, RI - Start Date 10/20/2019 - 0hrs/mth - 0hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-10 |
Reach out to this advisor