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 | 2025-08-25 |
Branch Locations
3396 Castro Valley Blvd, Castro Valley, CA 94546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | San Leandro | CA | 04/2014 | 02/2020 |
| Wells Fargo Clearing Services, Llc | San Leandro | CA | 02/2015 | 02/2020 |
| Farmers Insurance | Castro Valley | CA | 08/2020 | 12/2020 |
| Jpmorgan Securities Llc | Danville | CA | 12/2020 | 01/2024 |
| Jp Morgan Chase Bank | Danville | CA | 12/2020 | 01/2024 |
| Unemployed | Castro Valley | CA | 03/2020 | 07/2020 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 01/2024 | 08/2025 |
| Lpl Financial Llc | Castro Valley | CA | 08/2025 | Present |
| Bmo Harris Bank | Castro Valley | CA | 08/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO INVESTMENT SERVICES - Investment related - At Reported Business Location (s) - Start Date: 08/2025 2. 08/2025 - Rental Property - Real Estate Rental - Investment related - 00 Hrs/Mth - 00 Hrs During Trading - Oakland CA 94603 - OBA Start Date: 12/01/2015 3. 08/2025 - BMO Harris Bank - Financial Institution Duty - Investment related - 160 Hrs/Mth - 8 Hrs During Trading - Castro Valley, CA 94546 - OBA Start Date: 08/18/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-07 |
Reach out to this advisor