Best Investors
Account
Sign in
Best Investors
Account
Sign in
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-28 |
Branch Locations
12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Mill | SC | 06/2006 | 10/2018 |
| Lpl Financial Llc | Charlotte | NC | 10/2018 | 07/2025 |
| Independent Advisor Alliance, Llc | Charlotte | NC | 11/2018 | 07/2025 |
| Independent Financial Group, Llc | San Diego | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-31 |
Reach out to this advisor