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 | 2026-04-21 |
Branch Locations
300 Soscol Avenue, Napa, CA 94559 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Napa | CA | 11/2021 | 07/2024 |
| Unemployed | Fairfield | CA | 08/2021 | 10/2021 |
| Travis Credit Union | Vacaville | CA | 07/2021 | 08/2021 |
| Unemployed | Fairfield | CA | 11/2020 | 07/2021 |
| Wells Fargo Bank N.A. | Benicia | CA | 02/2016 | 11/2020 |
| Bank Of America, N.A. | Napa | CA | 11/2021 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 07/2024 | 05/2025 |
| Navy Federal Financial Group, Llc | Vacaville | CA | 05/2025 | 09/2025 |
| Navy Federal Investment Services, Llc | Vacaville | CA | 05/2025 | 09/2025 |
| Golden 1 Credit Union | Napa | CA | 04/2026 | Present |
| Lpl Financial | Napa | CA | 04/2026 | Present |
| Unemployed | Fairfield | CA | 09/2025 | 04/2026 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Golden 1 Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 04/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-28 |
Reach out to this advisor