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 | 2021-12-12 |
| CA | RA | APPROVED | 2015-09-21 |
Branch Locations
2277 Fair Oaks Blvd, Ste 425, Sacramento, CA 95825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sacramento | CA | 09/2015 | Present |
1. 9/21/2015 - McHarg & Associates Wealth Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/02/2015 - Time Spent 100%. 2. 2/2/2022 - McHarg & Associates, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2022 - 0 Hours Per Month. 3. 07/05/2022 - McHarg & Associates Inc. - Investment Related - At Reported Business Location(s) - Real Estate Rental - Landlord - Start Date - 07/01/2022 - 3 Hours Per Month/ 0 Hours During Securities Trading. 4. 10/11/2024 - Real Estate Rental - Investment Related - Sacramento, CA - Start Date 10/03/2024 - 4 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-20 |
Reach out to this advisor