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 | 2024-06-05 |
| TX | RA | APPROVED | 2024-06-05 |
Branch Locations
4707 Executive Dr, Ste 250, San Diego, CA 92121 • United States
4707 Executive Dr. St 250, San Diego, CA 92121 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 04/2022 | 06/2024 |
| Bank Of America N.A. | San Diego | CA | 04/2022 | 06/2024 |
| Kidder Mathews, Inc. | Seattle | WA | 08/2016 | 04/2022 |
| Lpl Financial Llc | San Diego | CA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
Reach out to this advisor