Best Investors
Account
Sign in
4180 Douglas Blvd Suite 200, Granite Bay, CA 95746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-18 |
| CA | RA | APPROVED | 2023-09-08 |
Branch Locations
4180 Douglas Blvd Suite 200, Granite Bay, CA 95746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Placer Unified School District | Lincoln | CA | 08/2007 | 07/2019 |
| Fidelity Investments | Folsom | CA | 08/2019 | 03/2020 |
| Lpl Financial, Llc | Granite Bay | CA | 03/2020 | Present |
| Wcg Wealth Advisors, Llc | Granite Bay | CA | 03/2020 | 12/2023 |
| Abound Financial | Granite Bay | CA | 09/2023 | Present |
1. 3/12/2020 - ABOUND FINANCIAL, LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 08/20/2025- Kerux Financial- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 08/13/2025- 160 Hours Per Month- 5 Hours During Trading 4. 08/20/2025- KERUX- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 08/13/2025-160 Hours Per Month- 5 Hours During Trading 5. 08/20/2025- Kerux, LLC- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 08/13/2025- 160 Hours Per Month/ 5 Hours During Trading- I provide investment advisory services through Kerux, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
Reach out to this advisor