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 | 2025-12-15 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
21001 San Ramon Valley Blvd, Ste D3, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fremont Bank | San Ramon | CA | 06/2025 | Present |
| Unemployed | San Ramon | CA | 02/2025 | 06/2025 |
| Gateway Bank Fsb | Walnut Creek | CA | 08/2024 | 02/2025 |
| First Republic Bank | San Francisco | CA | 04/2015 | 06/2024 |
| Lpl Financial Llc | San Ramon | CA | 10/2025 | Present |
| Unemployed | San Francisco | CA | 06/2024 | 08/2024 |
1- 10/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/FB Investment Services / INV RLTD / at business location 2- 10/2025 / Califonia / NOTARY / INVESTMENT RELATED / START 12/17/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-12 |
Reach out to this advisor