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 | 2025-11-23 |
| CA | RA | APPROVED | 2022-05-18 |
Branch Locations
4001 N Lakewood Blvd. Ste. 120, Long Beach, CA 90808 • United States
21241 Hawthorne Blvd., Torrance, CA 90503 • United States
6828 W Katella Ave, Cypress, CA 90630 • United States
4725 2Nd Street, Long Beach, CA 90803 • United States
9125 Imperial Hwy Ste A, Downey, CA 90242 • 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 | Artesia | CA | 06/2015 | 10/2016 |
| Citigroup | Fountain Valley | CA | 10/2016 | 12/2016 |
| Lpl Financial, Llc | Artesia | CA | 12/2016 | 05/2018 |
| City National Securities | Los Angeles | CA | 05/2018 | 03/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2019 | Present |
| Schoolsfirst Fcu | Tustin | CA | 03/2019 | Present |
| Lpl Financial Llc | Torrance | CA | 05/2022 | Present |
1)05/18/2022 - SchoolsFirst Investment Services- Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2)05/18/2022 - SchoolsFirst Investment Services- Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 3)05/18/2022 - SchoolFirst FCU-Investment Related- At Reported Business Location(s)- Financial Institution Duty- Financial Advisor-Start Date- 03/01/2019- 0 Hours Per Month/ 0 Hours During Securities Trading- Time Spent 0%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-24 |
Reach out to this advisor