Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-15 |
| CA | RA | APPROVED | 2011-11-01 |
Branch Locations
7700 Irvine Center Dr Ste 540, Irvine, CA 92618 • United States
5675 Ruffin Rd Ste 260, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Irvine | CA | 10/2011 | Present |
1. 10/13/1011: LCY INVESTMENT, LLC -inv. rel.-at reported business location(s)-Business Entity For Tax/Investment Purposes Only- LCY Investment, LLC: My family owns a piece of raw land in Riverside, CA. I own 20% of the LLC which owns 10% of the property. I have zero involvement in the property.-time spent 0 2. 03/12/2015 - LIANG & QUINLEY WEALTH MANAGEMENT, INC, - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 160 HOURS PER MONTH - IRVINE, CA 3. 11/14/2023 - Liang & Quinley Tax Management - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Co-owner - Start Date 01/01/2024 - 40 Hours Per Month/20 Hours During Securities Trading. 4. 12/12/2023 - Bruno Skorheim LLP - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 50 Hours Per Month/ 25 Hours During Trading 5. 12/18/2024 - Liang & Quinley Tax Management - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date: 01/01/2025 - 100 Hours Per Month - 50 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-26 |
Reach out to this advisor