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 | 2024-09-19 |
| TX | RA | APPROVED_RES | 2024-09-19 |
Branch Locations
7840 Covert Ln, Sebastopol, CA 95472 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
250 Rohnert Park Expressway, Rohnert Park, CA 94928 • United States
250 Rohnert Park Expressway, Rohnert Park, CA 94928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services Lp | San Diego | CA | 05/2011 | 09/2024 |
| Redwood Credit Union | San Diego | CA | 05/2011 | Present |
| Lpl Financial Llc | Rohnert Park | CA | 09/2024 | Present |
1) 08/2024 - Redwood Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-29 |
Reach out to this advisor