Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
100 Marine Parkway Ste 215, Redwood City, CA 94065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinley Financial Group | Redwood Shores | CA | 11/2011 | Present |
| First Allied Securities, Inc. | San Diego | CA | 11/2011 | 06/2021 |
| First Allied Advisory Services, Inc. | San Diego | CA | 08/2014 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 06/2021 |
| Lpl Financial, Llc | Redwood City | CA | 06/2021 | Present |
1. 6/14/2021 - McKinley Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/20/2011. 2. 6/14/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/2011 - 20 Hours Per Month - Time Spent 5% - Selling Life Insurance. 3. 6/14/2021 - REJUVENATE YOUR RETIREMENT SEMINARS - Investment Related - At Reported Business Location(s) - Other-Seminar - Started 10/01/2019 - 4 Hours Per Month - Time Spent 2% - Speeches and or Seminars.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-27 |
Reach out to this advisor