Best Investors
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Best Investors
Account
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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-16 |
| WA | RA | APPROVED | 2025-05-15 |
| NV | RA | APPROVED | 2025-05-14 |
| UT | RA | APPROVED | 2025-05-14 |
| CA | RA | APPROVED | 2025-04-16 |
| CO | RA | APPROVED | 2025-04-16 |
| ID | RA | APPROVED | 2025-04-16 |
| WY | RA | APPROVED | 2025-04-16 |
Branch Locations
75 W. Townridge Parkway, Tower 2, Suite 400, Sandy, UT 84070 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
10011 S. Centennial Parkway Suite 300, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 07/2008 | 04/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Lpl Financial Llc | Sandy | UT | 04/2025 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2015 | Present |
1- 04/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/17/2025 2- 04/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Investment Related - At Reported Business Location(s) - Start Date 03/17/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-11 |
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