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 | 2025-01-01 |
Branch Locations
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 | San Diego | CA | 01/2016 | 04/2020 |
| Thrivent Advisor Network, Llc | San Marcos | CA | 04/2020 | 12/2021 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 08/2021 | 12/2021 |
| Eventide Asset Management, Llc | San Marcos | CA | 02/2022 | 10/2022 |
| Foreside Fund Services, Llc | San Marcos | CA | 04/2022 | 10/2022 |
| Unemployed | San Diego | CA | 10/2022 | 03/2023 |
| Independent Financial Group, Llc | San Diego | CA | 03/2023 | 12/2023 |
| Lpl Financial Llc | San Marcos | CA | 12/2023 | Present |
1. 05/06/2024 - Financial Advocates - DBA for LPL Business (entity for LPL business) - 1601 Cooper Point Rd NW Olympia, WA 98502 - Inv Related - Start Date 01/19/2024 - 160hrs/mths
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-28 |
Reach out to this advisor