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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Philadelphia | PA | 08/2023 | 05/2024 |
| America's Pie | West Chester | PA | 01/2016 | 08/2023 |
| West Chester University | West Chester | PA | 08/2017 | 05/2020 |
| Widener University | Chester | PA | 08/2016 | 05/2017 |
| Bestvest Investments, Ltd. | Media | PA | 06/2024 | 02/2025 |
| Lpl Financial | Media | PA | 02/2025 | Present |
1- 01/2025 / Best Vest Investments / Non-Variable Insurance / INV RLTD / 60 HRS MNTH / 3 HRS DURING TRADING / START 06/30/2024 2- 01/2025 / BestVest Investments, Ltd. / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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