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 | 2026-04-20 |
Branch Locations
1201 Puerta Del Sol #334, San Clemente, CA 92673 • United States
Porter Ranch, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Woodland Hills | CA | 02/2013 | 04/2026 |
| Wfgia | Woodland Hills | CA | 05/2012 | 04/2026 |
| Lpl Financial Llc | San Clementa | CA | 04/2026 | Present |
1. 04/2026 - JOSEPH GOPEZ - Non-Variable Insuranc - Inv Related - 10 Hour(s)/Month - 1 Hour(s) During Trading - San Clemente, CA, 92673 - OBA Start Date: 04/07/2026 2. 04/2026 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 04/17/2026 3. 04/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 04/17/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-03 |
Reach out to this advisor