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 | 2019-03-05 |
| TX | RA | APPROVED | 2019-03-04 |
Branch Locations
2452 Lakewest Dr, Chico, CA 95928 • United States
Chico, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Management Group | Chico | CA | 07/2007 | 03/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 03/2019 |
| Lpl Financial, Llc | Chico | CA | 03/2019 | Present |
1. 3/4/2019 - ASSET MANAGEMENT GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 4/2004 - 140 Hours Per Month - Time Spent 90%. 2. 08/18/2022 - BCD Group Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading. 3. 04/03/2025 - LakeWest Properties LLC - Not Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date: 06/02/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 4. 01/13/2026 - Devin J. Potter Wealth Management, Inc. - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 2 hours per month/ during trading 5. 01/27/2026 - Devin J. Potter Wealth Management, Inc. - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 01/02/2026 - 140 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-03-20 |
Reach out to this advisor