Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-03-09 |
Branch Locations
25138 Century Oaks Circle, Castro Valley, CA 94552 • 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 | Castro Valley | CA | 03/2012 | Present |
1. 9/6/2017: FC Burnside Condos - Investment Related - Portland, OR - Real Estate Rental - Started 09/15/2017 - 0 Hours Per Month - Condo in Portland, Oregon that will be a rental. 2. 10/4/2018 - FC Ash Apts LLC - Investment Related - Portland, OR 97216 - Real Estate Rental - Started 08/24/2018 - 0 Hours Per Month - 50% owner of multi-unit apartment building. 3. 08/02/2022 - Henchi Properties LLC - Investment Related - BEAVERTON, OR 97005 - Real Estate Rental - Start Date - 03/01/2021 - 1 Hours Per Month/0 Hours During Securities Trading. 4) 05/29/2025 - Brilliant Wealth Strategies - Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date - 05/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-22 |
Reach out to this advisor