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 | 2026-06-23 |
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
1520 North El Camino Real Ste4, San Clemente, CA 92672 • United States
1520 North El Camino Real Suite 4, San Clemente, CA 92672 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Laguna Niguel | CA | 03/2026 | 06/2026 |
| The Fisherman's Restaurant And Bar | San Clemente | CA | 05/2021 | 08/2023 |
| Morgan Stanley | Laguna Niguel | CA | 06/2025 | 08/2025 |
| Vista Del Mar Middle School | San Clemente | CA | 06/2016 | 06/2018 |
| San Clemente High School | San Clemente | CA | 08/2018 | 06/2022 |
| Point Loma Nazarene University | San Diego | CA | 08/2022 | 12/2025 |
| Lpl Financial Llc | San Clemente | CA | 06/2026 | Present |
1. 6/2026 - WestKai Private Wealth - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 120 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/23/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-17 |
Reach out to this advisor