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 | 2026-03-04 |
| CA | RA | APPROVED | 2007-08-30 |
Branch Locations
The Golden 1 Credit Union 766 Admiral Callaghan Ln, Vallejo, CA 94591 • United States
The Golden 1 Credit Union 300 Soscal Ave. Suite C, Napa, CA 94559 • United States
The Golden 1 Credit Union 1380 Holiday Ln Ste D, Fairfield, CA 94534 • United States
196 Nut Tree Pkwy Ste L, Vacaville, CA 95687-3237 • 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 |
|---|---|---|---|---|
| The Golden 1 Credit Union | Sacramento | CA | 11/2006 | Present |
| Lpl Financial, Llc | Vacaville | CA | 08/2007 | Present |
1. 08/29/2007 - Contra Costa SPCA - Not Investment Related - Non-Profit Board Member - Foster Mom 2. 8/30/07 - DBA - GOLDEN 1 INVESTMENT SERVICES / GOLDEN 1 CREDIT UNION FIS PROGRAM. 3. 09/06/2023 - No Business Name - Investment Related - American Canyon, CA - Real Estate Rental - Start Date 04/01/2023 - 1 Hour Per Month / 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-12 |
Reach out to this advisor