Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Allentown | PA | 07/2016 | 02/2020 |
| Bb&T Securities, Llc | Boyertown | PA | 01/2018 | 02/2020 |
| American Portfolios Financial Services, Inc. | Reading | PA | 02/2020 | 08/2024 |
| American Portfolios Advisors, Inc. | Holbrook | NY | 02/2020 | 08/2024 |
| Lpl Financial Llc | Reading | PA | 08/2024 | Present |
1) 07/18/2024 - Good Life Companies - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/18/2024 - Brian Douglas Trainer - Non-Variable Insurance - Selling: Fixed Annuity, Fixed Life Insurance, Long Term Care Insurance Plans - Highland Capital Brokerage, Alpha Solutions Management - PA 1960 - Investment related - 4 Hours per month - Start date: 08/09/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-03 |
Reach out to this advisor