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 | 2021-02-01 |
| CA | RA | APPROVED | 2003-03-19 |
Branch Locations
1100 Lincoln Ave Ste 271, San Jose, CA 95125-3001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Jose | CA | 02/2003 | Present |
1. 10/31/2003 - NON-VARIABLE INSURANCE - INSURANCE - SAN JOSE, CA. 2. 1/11/2007 - ACT IN A FIDUCIARY CAPACITY - CO-TRUSTEE FOR OUR(MY WIFE & MYSELF) REVOCABLE LIVING TRUST - "CALLAN FAMILY TRUST DATED SEPTEMBER 12, 1991, AS AMENDED". - TIME SPENT 2%. 3. 09/08/2008 - JLC WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 4. 12/19/2011 - DBA W/OBA - CALLAN AND LINDAHL WEALTH MANAGEMENT - ALSO OFFER FIXED LIFE INSURANCE AND FIXED ANNUITIES. - SAN JOSE, CA. 5. 12/19/2011 - CALLAN AND LINDAHL WEALTH MANAGEMENT - DBA W/OBA - ALSO OFFER FIXED LIFE INSURANCE AND FIXED ANNUITIES. 6.. 12/22/2011 - C & L WEALTH MANAGEMENT - INV REL AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - ALSO OFFER FIXED LIFE INSURANCE AND FIXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-17 |
Reach out to this advisor