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 |
Branch Locations
1390 Market St., San Francisco, CA 94102 • United States
1390 Market St., San Francisco, CA 94102 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| Jp Morgan Chase | Daly City | CA | 06/2010 | 05/2018 |
| J.P. Morgan Securities Llc | Daly City | CA | 10/2012 | 05/2018 |
| Unemployed | Oakland | CA | 06/2018 | 11/2021 |
| Redwood Credit Union | San Francisco | CA | 12/2021 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 12/2021 | 09/2024 |
| Lpl Financial Llc | San Francisco | CA | 09/2024 | Present |
1 - 08/16/2024 - AirBnb Host - Real Estate Rental - Inv Related - 8 Hours/Month - OBA Start Date: 03/01/2024. 2 - 08/16/2024 - Redwood Wealth Management. - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-29 |
Reach out to this advisor