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 | 2025-05-15 |
Branch Locations
1050 Admiral Ct Suite F, San Bruno, CA 94066 • United States
51 Bovet Road, San Mateo, CA 94402 • United States
1405 Noriega Street, San Francisco, CA 94122 • United States
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 |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 01/2013 | 05/2025 |
| Patelco Credit Union | San Bruno | CA | 01/2013 | Present |
| Lpl Financial Llc | San Francisco | CA | 05/2025 | Present |
1- 05/15/2025 - Patelco Financial Solutions - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/24/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-20 |
Reach out to this advisor