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 |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-05 |
| CA | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED_RES | 2025-02-24 |
Branch Locations
2535 Townsgate Rd Suite 306, Westlake Village, CA 91361 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Westlake Village | CA | 08/2008 | 09/2016 |
| Wells Fargo Advisors Financial Network, Llc | Westlake Village | CA | 09/2016 | 02/2025 |
| Lpl Financial Llc | Westlake Village | CA | 02/2025 | Present |
1 - 12/2024 - Landmark Fruit Company - Business Owner - Not Inv Related - Bakersfield CA - OBA Start Date: 01/01/2015. 2 - 12/2024 - Townsgate Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 3 - 12/2024 - Virtue Jae Wealth Management Group - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 1 Hour/Month - 1 Hour During Trading - CA 91307 - OBA Start Date: 09/01/2016. 4 - 12/2024 - Carpinteria Fruit Company - Business Owner - Not Inv Related - Bakersfield CA - OBA Start Date: 01/01/2016.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-31 |
Reach out to this advisor