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 | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-05-01 |
Branch Locations
25096 Jefferson Ave. Suite C-1, Murrieta, CA 92562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2014 | 11/2020 |
| Waddell & Reed, Inc. | Temecula | CA | 12/2020 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Murrieta | CA | 12/2020 | 07/2021 |
| Lpl Financial, Llc | Temecula | CA | 07/2021 | Present |
1. 8/11/2021 - Abundant Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021 - 160 Hours Per Month. 2. 8/25/2021 - Abundant Wealth Management - DBA: Abundant Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-13 |
Reach out to this advisor