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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-19 |
Branch Locations
8044 Montgomery Rd Ste 700, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Extensishr | Woodbridge | NJ | 05/2023 | 08/2023 |
| Castellum Financial Advice | Cincinnati | OH | 07/2024 | 09/2024 |
| The Catholic University Of America | Washington | DC | 09/2021 | 05/2025 |
| Sedes Sapientiae School | Boonton | NJ | 08/2015 | 05/2021 |
| Castellum Financial Advice | Cincinnati | OH | 09/2025 | Present |
| Trinity Cleaning Llc | Boonton | NJ | 08/2019 | 12/2021 |
| Liquor Outlet Wine Cellars | Boonton | NJ | 06/2021 | 12/2022 |
| Unemployed | Cincinnati | OH | 06/2025 | 08/2025 |
| Lpl Financial | Cincinnati | OH | 09/2025 | Present |
1. 02/2026 - Castellum Financial Advice - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 02/05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-16 |
Reach out to this advisor