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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bestvest Investments | Media | PA | 08/2000 | Present |
| Twisted Jims | Scranton | PA | 03/2007 | 03/2017 |
| Independent Insurance Agent | Media | PA | 03/2003 | 08/2021 |
| Lpl Financial | Media | PA | 01/2025 | Present |
1 - 01/31/2025 - BestVest Investments, Ltd. - DBA for LPL Business (entity for LPL business) - Inv Related -At reported business location(s) - Start Date:12/01/1999 -160 Hours/Month - 40 Hours During Trading. 2 - 01/31/2025 - BestVest Investments, Ltd - Insurance Agency - Inv Related -PA 19063 - OBA Start Date: 9/1/1999 - 4 Hours/Month - 1Hours During Trading. . 3 - 01/31/2025 - OC Holdings LLC - Real Estate Rental - Sea Island, NJ - Inv Related - PA 19063 - OBA Start Date: 09/01/1999 - 0 Hours/Month - 0 Hours During Trading 4 - 01/31/2025 - BestVest Investments Ltd. - Dual Registration - Broker Dealer - Not Inv Related - PA 19063 - OBA Start Date: 02/23/2025 - 8 Hours/Month - 2 Hours During Trading - . 5 - 01/31/2025- OC Holdings, LLC (Formerly named BestVest Holdings, LLC) - Business Entity For Tax/Investment Purposes Only - Not Inv Related - PA 19063 - OBA Start Date: 05/12/1999 - 0 Hours/Month - 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-24 |
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