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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-05-06 |
| CA | RA | APPROVED | 2009-03-09 |
Branch Locations
465 E. Fir Ave Suite 105, Fresno, CA 93720-2975 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Fresno | CA | 03/2009 | Present |
1. 4/20/2009 - NON-VARIABLE INSURANCE DBA - MILUTINOVICH INVESTMENT MANAGEMENT - FIXED ANNUITIES, LIFE, LTC. 2. 02/07/2018 - Patrick Milutinovich, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/08/2018 - 160 Hours Per Month/30 Hours During Securities Trading. 3. 05/05/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 05/03/2022 - 2 Hours Per Month/ 2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-31 |
Reach out to this advisor