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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Smithtown | NY | 03/2007 | 12/2022 |
| Charles Schwab And Co., Inc. | Smithtown | NY | 12/2022 | 03/2025 |
| None | Bellmore | NY | 04/2025 | 07/2025 |
| Lpl Financial Llc | Valley Stream | NY | 08/2025 | Present |
| Jovia Financial Credit Union | Valley Stream | NY | 08/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Jovia Investment Services - Investment Related - At Reported Business Location (s) - Start Date: 07/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-22 |
Reach out to this advisor