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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-10 |
| CA | RA | APPROVED | 2021-04-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corpora | Walnut Creek | CA | 07/2015 | 06/2017 |
| Vitucci & Associates, Inc. | Walnut Creek | CA | 06/2017 | 03/2021 |
| United Planners' Financial Services Of America | Scottsdale | AZ | 06/2017 | 03/2021 |
| Daniel Beltran | Walnut Creek | CA | 12/2004 | 03/2021 |
| Vitucci & Associates | Walnut Creek | CA | 08/2015 | 03/2021 |
| Lpl Financial, Llc | Pleasanton | CA | 03/2021 | Present |
1) 3/2021 - DBA for LPL Business (entity for LPL business) - Plantran Financial - Investment Related - 100% - Pleasanton, CA 94566 2) 12/03/2024 - Plantran Financial - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/13/2004 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-28 |
Reach out to this advisor