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 | 2025-04-29 |
| TX | RA | APPROVED | 2025-04-28 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Torrance | CA | 05/2009 | 07/2019 |
| Kestra Investment Services, Llc | Torrance | CA | 07/2019 | 04/2025 |
| Kestra Advisory Services, Llc | Torrance | CA | 07/2019 | 04/2025 |
| Lpl Financial Llc | Torrance | CA | 04/2025 | Present |
1 - 03/2025 - Abracosa Living Trust - Real Estate Rental - Inv Related - CA 90277 - OBA Start Date: 12/01/2001. 2 - 03/2025 - Abracosa Living Trust - Real Estate Rental - Inv Related - CA 90274 - OBA Start Date: 12/01/2001. 3 - 03/2025 - Abracosa Living Trust - Real Estate Rental - Inv Related - CA 90717 - OBA Start Date: 11/06/2021. 4 - 03/2025 - Abracosa Living Trust - Real Estate Rental - Inv Related - AK 99508 - OBA Start Date: 11/17/2022 5 - 03/2025 - Heritage Wealth Management Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-06 |
Reach out to this advisor