Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-30 |
| AZ | RA | APPROVED | 2018-02-14 |
| CA | RA | APPROVED | 2018-02-14 |
Branch Locations
19765 Rinaldi St Suite B, Porter Ranch, CA 91326 • United States
2820 Townsgate Rd Ste 120, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 02/2015 | 02/2018 |
| Logix Fcu | Chatsworth | CA | 02/2015 | Present |
| Lpl Financial Llc | Porter Ranch | CA | 02/2018 | Present |
1. 03/14/2018 - Logix Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/07/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 01/08/2018 - 20 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-22 |
Reach out to this advisor