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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 11/2012 | 05/2024 |
| Lpl Financial Llc | Orange | CA | 05/2024 | Present |
1) 05/01/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 1/1/2013 - 40 Hrs/Mp; 15% of Time Spent. 2) 05/01/2024 - Regal Resources - Non-Inv Related - Orange, CA - Outside/W-2 Employment - Recruiter - Started: 1/1/2018 - 20 Hrs/Mo; 10% of Time Spent. 3) 05/01/2024 - JL Financial Services - Inv Related - Orange, CA - Tax Prep/Accounting/CPA - Owner and Tax Preparer - Started: 1/1/2018 - 80 Hrs/Mo; 25% of Time Spent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-25 |
Reach out to this advisor