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 |
|---|---|---|---|
| VT | RA | APPROVED | 2024-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mascoma Bank | Norwich | VT | 08/2023 | Present |
| Bryant University | Smithfield | RI | 08/2019 | 08/2023 |
| Bryant University Academic Center For Excellence | Smithfield | RI | 08/2020 | 05/2023 |
| Loomis Sayles & Co | Boston | MA | 09/2020 | 04/2021 |
| Mascoma Bank | Lebanon | NH | 05/2021 | 08/2022 |
| Institute For American Universities | Aix-En-Provence | 08/2021 | 12/2021 | |
| By The Way | Aix-En-Provence | 08/2021 | 12/2021 | |
| Lebanon High School | Lebanon | NH | 08/2015 | 08/2019 |
| Lpl Financial Llc | Norwich | VT | 09/2023 | Present |
1- 04/2024 / Mascoma Financial Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 09/20/2024 - Susan Cole Realty Group - Outside/W-2 Employment - Marketing and Social Media - Not Investment Related - Lebanon, NH - Start Date 04/30/2024 - 6 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
Reach out to this advisor