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 | 2026-01-07 |
Branch Locations
Citrus Heights, CA • United States
9312 Elk Grove Blvd, Elk Grove, CA 95624 • United States
4100 Douglas Blvd, Granite Bay, CA 95746 • United States
9162 Bruceville Rd, Elk Grove, CA 95758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Sacramento | CA | 05/2018 | 03/2025 |
| Citibank | Sacramento | CA | 09/2014 | 07/2018 |
| Valic Financial Advisor Inc | Roseville | CA | 05/2025 | 01/2026 |
| Agia | Roseville | CA | 05/2025 | 01/2026 |
| Safe Credit Union | Folsom | CA | 01/2026 | Present |
| Lpl Financial | Folsom | CA | 01/2026 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name SAFE FINANCIAL SERVICES - Inv Rel - At Reported Business Location (s) - 01/2026"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-03 |
Reach out to this advisor