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 | 2025-07-31 |
Branch Locations
770 Golden Gate Avenue, San Francisco, CA 94102 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
770 Golden Gate Avenue, San Francisco, CA 94102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | San Anselmo | CA | 07/2014 | 10/2017 |
| Union Bank | Sunnyvale | CA | 10/2017 | 12/2020 |
| Unemployed | San Francisco | CA | 01/2021 | 10/2021 |
| Fidelity Brokerage Llc | Burlingame | CA | 11/2021 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Lpl Financial | San Francisco | CA | 07/2025 | Present |
| Unemployed | San Francisco | CA | 03/2025 | 07/2025 |
| San Francisco Federal Credit Union | San Francisco | CA | 07/2025 | Present |
1) 09/17/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name San Francisco Federal Investment Services & Wealth - Inv. Related- At reported business location(s) - Start Date:08/01/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-01 |
Reach out to this advisor