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 | 2025-10-30 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Bmo Bank N.A | Brentwood | CA | 05/2012 | Present |
| Lpl Financial, Llc | Brentwood | CA | 09/2024 | Present |
1)12/06/2024 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/06/2024 - BMO Bank - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 09/2024 - 160 Hr/Mth 3)12/06/2024 - Notary - State of CA - Inv Rel - Start: 06/2018 - 5 Hr/Mth 4)12/06/2024 - K & D productions - Systems operator for program - Non-Inv Rel - Brentwood, CA - Start: 11/2022 - 18 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
Reach out to this advisor