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 | 2024-09-19 |
| TX | RA | APPROVED_RES | 2024-09-19 |
Branch Locations
2763 4Th St, Santa Rosa, CA 95405 • 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 |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2015 | 09/2024 |
| Redwood Credit Union | San Diego | CA | 04/2015 | Present |
| Lpl Financial Llc | Santa Rosa | CA | 09/2024 | Present |
1 - 09/03/2024 - Redwood Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 09/03/2024 - GarRob LLC - Real Estate Rental - Inv Related - CA 92673 - OBA Start Date: 05/01/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-09 |
Reach out to this advisor