Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-06 |
| GA | RA | APPROVED | 2024-11-08 |
Branch Locations
Southampton, PA • United States
1411 North Highland Ave Ne, Atlanta, GA 30306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Atlanta | GA | 01/2018 | 11/2024 |
| State Farm | Woodstock | GA | 06/2017 | 12/2017 |
| Geico | Buffalo | NY | 12/2012 | 04/2017 |
| Lpl | Atlanta | GA | 11/2024 | Present |
| Unemployed | Woodstock | GA | 04/2017 | 06/2017 |
1- 10/2024 / Silver Penny Financial Planning / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-10 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-16 |
Reach out to this advisor