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 | 2019-11-13 |
| TX | RA | APPROVED_RES | 2019-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 11/2010 | 10/2019 |
| Lpl Financial, Llc | Roseville | CA | 11/2019 | Present |
1)10/2019 - DBA for LPL Business (entity for LPL Business) - West Capital Wealth Management - 90% - INVESTMENT RELATED - ROSEVILLE, CA 95678 2)01/2017 - OUTSIDE/W2 EMPLOYMENT - DEL ORO HIGH SCHOOL JV SOFTBALL COACH - 10% - NOT INVESTMENT RELATED - LOOMIS, CA 3)01/2012 - REAL ESTATE - NRA.LLC - 1% - INVESTMENT RELATED - ROSEVILLE, CA 4) 11/27/2020 - NLA Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Insurance Sales Agent - Started 10/27/2020 - 10 Hours Per Month/2 Hours During Securities Trading. 5) 01/11/2022 - ACT Financial Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/10/2022 - 40 Hours Per Month/40 Hours During Securities Trading - Advisory fees and Commissions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-28 |
Reach out to this advisor