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 |
|---|---|---|---|
| CT | RA | APPROVED | 2022-08-17 |
| MA | RA | APPROVED | 2022-08-17 |
Branch Locations
1830 Northampton Street, Holyoke, MA 01040 • United States
1325 Springfield Street, Feeding Hills, MA 01030 • United States
806 Suffield Street, Agawam, MA 01001 • United States
62 Center Square, East Longmeadow, MA 01028 • United States
Franklin, MA • United States
1946 Wilbraham Rd, Springfield, MA 01129 • United States
50 Elm Street, West Springfield, MA 01089 • United States
25 East Pleasant Street, Amherst, MA 01002 • United States
45 Federal Street, Greenfield, MA 01301 • United States
445 Montgomery St., Chicopee, MA 01020 • United States
10 Elm Street, Westfield, MA 01085 • United States
1355 Boston Rd, Springfield, MA 01119 • United States
1244 Storrs Road, Tolland, CT 06268 • United States
528 Center St, Ludlow, MA 01056 • United States
43 King Street, Northampton, MA 01060 • United States
670 Bliss Road, Longmeadow, MA 01106 • United States
90 Bridge St, Shelburne Falls, MA 01370 • United States
1077 Saint James Ave., Springfield, MA 01104 • United States
29 State St., Springfield, MA 01103 • United States
West Springfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People's Securities, Inc.- Formerly Chittenden Securities Inc | Springfield | MA | 08/2005 | Present |
| People's United Advisors, Inc. | Bridgeport | CT | 05/2018 | Present |
| Lpl Financial Llc | Feeding Hills | MA | 08/2022 | Present |
| Lpl Financial Llc | Feeding Hills | MA | 08/2022 | Present |
1. 01/03/2023 - Wilmington Advisors at M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/18/2022 - 160 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-28 |
Reach out to this advisor