Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Young Tax Service, Inc. | Jamestown | NY | 02/1985 | 12/2021 |
| Cadaret, Grant & Co., Inc. | Jamestown | NY | 05/2014 | 07/2025 |
| Lpl Financial Llc | Jamestown | NY | 07/2025 | Present |
1- 07/2025 - Insurance Sales - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/02/1987 - 10 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-09 |
Reach out to this advisor