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 | 2025-05-01 |
| WI | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scf Securities, Inc. | Fresno | CA | 09/2002 | 05/2025 |
| Scf Investment Advisors, Inc. | Fresno | CA | 04/2003 | 05/2025 |
| Alaska Airlines | Portland | OR | 11/2002 | Present |
| Ge Ltc | Seattle | WA | 07/2003 | Present |
| Vista Financial Planning Group | Vancouver | WA | 05/2007 | Present |
| Lpl Financial Llc | Manor | TX | 05/2025 | Present |
1. 05/01/2025-Alaska Airlines- Outside/W-2 Employment- INV Related- At Seatac, WA- Start date 11/01/2002- 80 Hours Per Month- 30 Hours During Trading 2. 05/01/2025- Vista Financial Planning Group, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/28/2007- 30 Hours Per Month- 30 Hours During Trading 3. 05/01/2025-CAE Flight Training-Outside/W-2 Employment- Not INV Related- At Las Vegas, NV- Start date 06/01/2025- 30 Hours Per Month- 10 Hours During Trading 4. 05/01/2025-Insurance Sales- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/01/2010- 3 Hours Per Month- 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-20 |
Reach out to this advisor