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 |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-04 |
| CA | RA | APPROVED | 2021-11-08 |
| TX | RA | APPROVED | 2021-11-08 |
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Petaluma | CA | 06/1998 | 10/2021 |
| Lpl Financial Llc | Petaluma | CA | 11/2021 | Present |
1) 11/2021- Clearview Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- At Reported Business Location(s) 2) 11/2021- William Roland- Non-Variable Insurance- Agent selling Life, Health, LTC - inv. related- At Reported Business Location(s) - 10hrs/mth 3) 04/13/2026 - Clearview Wealth Partners II, LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - Petaluma, CA - Start Date 04/01/2026 - 200 hours per month/ 112 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-02-14 |
Reach out to this advisor