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 | 2018-12-13 |
| CA | RA | APPROVED | 2005-05-30 |
Branch Locations
2244 Faraday Ave #90, Carlsbad, CA 92008 • United States
879 West 190Th St 8Th Floor, Gardena, CA 90248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | San Diego | CA | 04/2005 | Present |
| Flight Plan Financial Svcs | Gardena | CA | 07/2010 | Present |
1. 8/12/2010 - FINANCIAL RESOURCES GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 9/23/2010 - SWEETEN WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 3/8/2019 - Sweet Renovation Projects - Not Investment Related - Internet based. - Other-Custom Creations - Start Date: 02/01/2019 - 10 Hours Per Month/0 Hours During Securities Trading - Maker of custom wood working projects. 4. 10/27/2020 - NGFCU Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/10/2020 - 40 Hours Per Month/40 Hours During Securities Trading. 5. 2/22/2021 - My Remote Advisor - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2021 - 40 Hours Per Month During Securities Trading. 6. 08/30/2022 - Sweeten Retreats - Investment Related - Branson MO 65616,Groveland CA 95321 - Real Estate Rental - Start Date - 06/06/2022 - 5 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-27 |
Reach out to this advisor