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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-27 |
Branch Locations
1719 N Ocean Ave Ste D, Medford, NY 11763-2669 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 07/2016 | 10/2022 |
| Lpl Financial Llc | Medford | NY | 10/2022 | Present |
1) 10/2022- Triton Bay Wealth Advisors- DBA for LPL Business (entity for LPL business)- inv. related- Medford, NY 2) 10/2022- Triton Bay Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Medford, NY 3) 10/2022- Paul Moran _ Taylor Jefferson Inc. - Non-Variable Insurance- Agent selling Life, Fixed Annuities, and Disability- inv. related- Medford NY- start dat 7/2016- 20hrs/mth 4) 10/2022- Paul Moran- notary- inv. related- Middle Island NY - start date 2012- 1hr/mth 5) 10/2022- Taylor Jefferson Inc- Business Entity For Tax/Investment Purposes Only- inv. related- Middle Island, NY - start date 2018- 20hr/mth 6) 11/18/2025 - Intuit Corporation - Tax Prep/Accounting/CPA - Investment Related - Home Based - Start Date 01/01/206 - 40 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-07 |
Reach out to this advisor