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 | 2024-12-03 |
| TX | RA | APPROVED | 2024-12-02 |
Branch Locations
42306 10Th Street West, Suite A, Lancaster, CA 93534 • 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 |
|---|---|---|---|---|
| Kelly Financial | Palmdale | CA | 06/2005 | Present |
| Scf Securities, Inc. | Fresno | CA | 02/2016 | 01/2024 |
| Scf Investment Advisors, Inc. | Fresno | CA | 02/2016 | 12/2024 |
| Lpl Financial | Palmdale | CA | 12/2024 | Present |
1- 08/2024 / Kelly Financial Group / DBA for LPL Business (entity for LPL business) / INV RLTD / 15 HRS MNTH / 1 HR DURING TRADING / START 08/01/2014 2- 08/2024 / Insurance Agent / Non-Variable Insurance / INV RLTD / 5 HRS MNTH / 1 HR DURING TRADING / START 03/01/2006
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-15 |
Reach out to this advisor