Best Investors
Account
Sign in
Best Investors
Account
Sign in
809 Podva Road, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-18 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-15 |
Branch Locations
809 Podva Road, Danville, CA 94526 • United States
Dublin, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Castro Valley | CA | 10/2019 | 10/2020 |
| Kls Logistics Services | Livermore | CA | 07/2017 | 09/2019 |
| N/A | Dublin | CA | 04/2017 | 06/2017 |
| Afn | Niles | IL | 07/2016 | 03/2017 |
| Raasch, Inc. | Dublin | CA | 02/2014 | 12/2016 |
| Lpl Financial, Llc | Castro Valley | CA | 10/2020 | 08/2023 |
| Lpl Financial, Llc | Danville | CA | 08/2023 | Present |
1. 11/13/2020 - Master Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2018 - 160 Hours Per Month/80 Hours During Securities Trading. 2. 05/24/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Notary Public - Start Date - 05/23/2022 - 4 Hours Per Month/ 2 Hours During Securities Trading 3. 08/14/2023 - MASTER WEALTH - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/10/2023 - 176 Hours Per Month/ 88 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-05 |
Reach out to this advisor