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 | 2026-03-13 |
Branch Locations
1900 S Norfolk St Ste 350, San Mateo, CA 94403 • United States
Redondo Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Springfield | MA | 06/2013 | 09/2016 |
| Cycad Management | Los Angeles | CA | 02/2019 | 08/2022 |
| Douglas Elliman | Beverly Hills | CA | 09/2017 | 02/2019 |
| Canvas Worldwide | Playa Vista | CA | 09/2016 | 09/2017 |
| Massmutual | Springfield | MA | 05/2013 | 09/2016 |
| Edward Moyzes | Manhattan Beach | CA | 08/2022 | 09/2022 |
| Edward Moyzes | Manhattan Bch | CA | 09/2022 | 01/2026 |
| Northwestern Mutual Investment Services Llc | Manhattan Bch | CA | 09/2022 | 01/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2022 | 01/2026 |
| Lpl Financial | San Mateo | CA | 02/2026 | Present |
1. 03/2026 - Balanced Approach - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/13/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-02 |
Reach out to this advisor