Best Investors
Account
Sign in
Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-25 |
| AZ | RA | APPROVED | 2026-02-27 |
| AR | RA | APPROVED | 2026-02-26 |
| HI | RA | APPROVED | 2026-02-23 |
| KY | RA | APPROVED | 2026-02-11 |
| CO | RA | APPROVED | 2026-02-10 |
| ID | RA | APPROVED | 2026-02-10 |
| LA | RA | APPROVED | 2026-02-10 |
| NV | RA | APPROVED | 2026-02-10 |
| OH | RA | APPROVED | 2026-02-10 |
| OK | RA | APPROVED | 2026-02-10 |
| PA | RA | APPROVED | 2026-02-10 |
| WA | RA | APPROVED | 2026-02-10 |
| TX | RA | APPROVED | 2026-02-09 |
| OR | RA | APPROVED | 2024-11-14 |
| IA | RA | APPROVED | 2024-09-19 |
| CA | RA | APPROVED | 2024-09-16 |
Branch Locations
406 B Street, Lemoore, CA 93245 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lemoore | CA | 04/2016 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 09/2024 | Present |
1. 10/06/2017 - R.W.M. FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LEMOORE, CA. 2. 11/20/2018 - Rossiter Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2018 - 10 Hours Per Month/0 Hours During Securities Trading. 3. 12/19/2024- Global Retirement Partners LLC- Registered Investment Advisor- I provide investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 0 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.- INV Related- At Reported Business Location(s)- Start date 07/02/2024 4. 12/19/2024- RWM Financial Group- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 07/02/2024- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
Reach out to this advisor