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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-05-18 |
| CA | RA | APPROVED | 2022-05-18 |
Branch Locations
14224 N Scottsdale Rd Ste 177, Scottsdale, AZ 85254 • United States
14250 7Th Street, Victorville, CA 92395 • United States
16869 Main St, Hesperia, CA 92345 • United States
18985 Bear Valley Rd, Apple Valley, CA 92308 • United States
15961 Apple Valley Rd, Apple Valley, CA 92307 • United States
12022 Dunia Rd, Victorville, CA 92392 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East West Bank | Hesperia | CA | 11/2007 | 04/2017 |
| Cetera Investment Services | St Cloud | MN | 09/2013 | 03/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2019 | 05/2022 |
| Alaska Usa Fcu | Apple Valley | CA | 04/2017 | Present |
| Lpl Financial Llc | Victorville | CA | 05/2022 | Present |
1. 3/1/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Global Retirement & Investment Services - Investment Related - At Reported Business Location(s) - Start Date - 04/03/2023 - 160 Hours Per Month/160 Hours During Securities Trading 2. 06/05/2026 - Gleason Wealth Management - Real Estate Rental - Investment Related - Hesperia, CA - Start Date 06/15/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-24 |
Reach out to this advisor