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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-08 |
Branch Locations
10250 Constellation Blvd # 30 30Th Flr, Los Angeles, CA 90067 • United States
4400 Macarthur Blvd Ste 600 4Th Floor, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | St. Louis | MO | 12/2015 | 07/2017 |
| Jpmorgan Chase Bank Na | Los Angeles | CA | 07/2017 | 10/2024 |
| Jpmorgan Securities Llc | Los Angeles | CA | 07/2017 | 10/2024 |
| Bmo Harris Bank | Newport Beach | CA | 01/2025 | Present |
| Lpl Financial Llc | Newport Beach | CA | 01/2025 | Present |
1 - 12/2024 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-24 |
Reach out to this advisor