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 | 2021-07-26 |
| CA | RA | APPROVED | 2012-04-12 |
Branch Locations
34161 Yucaipa Blvd, Suite B, Yucaipa, CA 92399 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Yucaipa | CA | 04/2012 | Present |
1. 4/25/2012 - ON POINT WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/8/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Ca Notary - Started 11/01/2020 - 1 Hour Per Month During Securities Trading - Become a Notary in the state of California. 3. 09/20/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 12/23/2013 - 2 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-17 |
Reach out to this advisor