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 |
Branch Locations
10150 Meanley Drive First Floor, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Chula Vista | CA | 04/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chula Vista | CA | 04/2016 | 06/2017 |
| U.S. Bancorp Investments, Inc. | Chula Vista | CA | 06/2017 | 03/2021 |
| Lpl Financial Llc | San Diego | CA | 03/2021 | 12/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2021 | 05/2025 |
| Lpl Financial Llc | San Diego | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-14 |
Reach out to this advisor