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 | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
81096 Us Hwy 111 Ste B, Indio, CA 92201 • United States
72877 Dinah Shore Dr #100, Rancho Mirage, CA 92270 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Palm Desert | CA | 02/2011 | 03/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2019 | 05/2025 |
| Lpl Financial Llc | Riverside | CA | 05/2025 | Present |
1- 05/15/2025 - Altura Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading 2- 05/15/2025 - Palm Desert High School - Coach/ Sports/ Fitness - Not Investment Related - La Quinta, CA - Start Date 02/03/2025 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-29 |
Reach out to this advisor