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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-01 |
Branch Locations
3711 Long Beach Blvd Ste 5044, Long Beach, CA 90807-3323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 10/2009 | 05/2024 |
| Ross Wealth Management | Long Beach | CA | 10/2009 | Present |
| Ross Notary Services | Long Beach | CA | 10/2007 | Present |
| Dignity Health | Long Beach | CA | 01/2022 | Present |
| Lpl Financial Llc | Long Beach | CA | 05/2024 | Present |
(1) 05/01/2024 - Public Notary - Notary - Investment Related - At Reported Business Location(s) - Start Date 12/01/2006 - 10 Hours Per Month (2) 05/01/2024 - Dignity Health - Outside/W-2 Employment - Engineer - Not Investment Related - 1050 Linden Ave Long Beach, CA 90814 - Start Date 01/14/2022 - 104 Hours Per Month (3) 05/01/2024 - Fixed Insurance Trails - Non-Variable Insurance Trails Only - Investment Related - At Reported Business Location(s) - Start Date 09/15/2008 - 5 Hours Per Month/ 1 Hour During Trading (4) 05/01/2024 - Rose Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2009 - 150 Hours Per Month/ 6 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-11 |
Reach out to this advisor