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 | 2021-01-21 |
| TX | RA | APPROVED_RES | 2021-01-21 |
Branch Locations
1120 Taylorsville Road, Washington Crossing, PA 18977 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Newtown | PA | 04/2009 | 01/2021 |
| Lpl Financial Llc | Washington Crossing | PA | 01/2021 | Present |
1) 01/14/2021- Washington Crossing Financial Group- DBA for LPL Business (entity for LPL business)- Inv. Related- 100% 2) 01/14/2021- Notary- Inv. Related- New Hope, PA- start date 5/23/2019- 0% 3) 01/09/2026 - Washington Crossing Financial Group - Notary - Investment Related - At Reported Business Location(s) - Start Date 06/25/2023 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-19 |
Reach out to this advisor