Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
Rancho Cordova, CA • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-03 |
Branch Locations
1024 Iron Point Rd, Folsom, CA 95630 • United States
Rancho Cordova, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Sacramento | CA | 08/2015 | 01/2020 |
| Lpl Financial, Llc | Folsom | CA | 01/2020 | Present |
| Golden State Wealth Management, Llc | Citrus Heights | CA | 01/2020 | 12/2020 |
| Mariner Independent Advisor Network, Llc | Sacramento | CA | 03/2022 | 06/2026 |
| Lpl Financial | Sacramento | CA | 08/2022 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 06/23/2025 - Logiki Financial LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s)- Start date:06/17/2025 - 40 Hrs/Mth - 6 Hrs During Trading. 2. 11/21/2025- Logiki Longevity LLC- Other - Fitness Trainer- Not INV Related- Home Based - Start date 02/03/2025- 20 Hours Per Month/ 5 Hours During Trading 3. 06/29/2026 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/ 160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-23 |
Reach out to this advisor