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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-29 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Amsterdam | NY | 01/1999 | Present |
1. 02/11/2010 - OTHER-100% OWNER OF OCM HOLDINGS / OCM HOLDINGS / 1% OF TIME SPENT. 2. 02/19/2010 - DBA ONL / OLSEN INVESTMENT MANAGEMENT. 3. 11/2/2017 - National/New York Long Term Care Brokers - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/17/2017 - 1 Hour Per Month During Securities Trading - Solicit long term care insurance and fixed annuity business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-23 |
Reach out to this advisor