Best Investors
Account
Sign in
Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| CA | RA | APPROVED | 2024-02-13 |
Branch Locations
555 Veterans Blvd., Suite 100, Redwood City, CA 94063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reading Partners Ucsf Medical Center | San Francisco | CA | 01/2016 | 09/2016 |
| Equitable Advisors, Llc | New York | NY | 08/2020 | 04/2021 |
| Ucsf Medical Center Parnassus | San Francisco | CA | 08/2014 | 04/2019 |
| Chewse | San Francisco | CA | 05/2018 | 07/2020 |
| Royal Alliance Associates, Inc. | Redwood City | CA | 04/2021 | 02/2024 |
| Lpl Financial | Redwood City | CA | 02/2024 | Present |
| Stratos Wealth Partners, Ltd | Redwood City | CA | 02/2024 | Present |
1-02/2024 / Pettinelli Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs month / 8 hrs during trading 2-02/2024 / Stratos Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs month / 8 hrs during trading 3-02/2024 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-23 |
Reach out to this advisor