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 | 2024-05-17 |
Branch Locations
333 Bayside Drive Suite 102, Newport Beach, CA 92660 • United States
333 Bayside Drive Suite 102, Newport Beach, CA 92660 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities | Long Beach | CA | 01/2015 | 05/2024 |
| Lpl Financial Llc | Newport Beach | CA | 05/2024 | Present |
1) 05/15/2024 - SDIS, Inc - Outside/W-2 Employment - Administrative Representative - CA 92660 - Non investment related - 160 Hours per month - Start date: 02/14/2013. 2) 05/15/2024 - Piano Financial & Insurance Services - Outside/W-2 Employment - Administrative Assistant - CA 92660 - Non investment related - 8 Hours per month - Start date: 12/23/2017. 3) 05/15/2024 - Christina L. Cleveland, Notary Public - Notary - CA 92660 - Investment related - 1 Hour per month - Start date: 11/162013 - 80 Hrs/Mth - 40 Hrs During Trading. 4) 05/28/2025 - Flexible Insurance Plans and Financial Services, I - Inv. Related - DBA for LPL Business (entity for LPL business) - At reported business lcations - Start Date:05/02/2025 - 80 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-05 |
Reach out to this advisor