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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
1000 Commerce Dr Ste 1001, Moon Township, PA 15108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Benefit Life | Pittsburgh | PA | 10/1985 | Present |
| H. Beck, Inc. | Oakdale | PA | 02/1992 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Moon Township | PA | 05/2025 | Present |
1- 05/2025 - PMG Wealth Strategies, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/10/2011 - 140 hours per month/ during trading 2- 05/2025 - Estate of Mary Lou Stewart - Act in a Fiduciary Capacity - Investment Related - At Reported Business Location(s) - Start Date 03/13/2025 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-14 |
Reach out to this advisor