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 | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-01-09 |
Branch Locations
7777 Fay Avenue Suite 305, La Jolla, CA 92037 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | La Jolla | CA | 10/2013 | 01/2024 |
| Lpl Financial Llc | La Jolla | CA | 01/2024 | Present |
1)01/03/2024 - MARINE STREET FINANCIAL - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 2)01/03/2024 - MARINE STREET FINANCIAL 401K, - Act in a Fiduciary Capacity - Non-Inv Rel - At Reported Business Location(s) - Start: 12/2020 3)01/03/2024 - PHB ENTERPRISES - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 10/2013 4)01/11/2024 - Lion Street - Non-Investment Related - At Reported Business Location(s) - Non-Variable Insurance - President - Started: 1/10/2024 - 1 Hr/Mo During Trading. 5)01/11/2024 - My Advisors Choice - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - President - Started: 1/10/2024 - 1 Hr/Mo During Trading. 6)01/11/2024 - Advisors Choice Insurance Brokerage Solutions - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 1/11/2024 - 1 Hr/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-06 |
Reach out to this advisor