Best Investors
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Account
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-17 |
Branch Locations
1333 N. California Blvd. Suite Sl10, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Walnut Creek | CA | 11/2011 | 04/2018 |
| Charles Schwab & Co., Inc. | Santa Rosa | CA | 04/2018 | 05/2019 |
| Charles Schwab Bank | Santa Rosa | CA | 04/2018 | 05/2019 |
| Td Ameritrade | Walnut Creek | CA | 06/2019 | 12/2022 |
| Charles Schwab And Co., Inc. | Walnut Creek | CA | 12/2022 | 10/2025 |
| Charles Schwab Bank | Pleasanton | CA | 07/2024 | 10/2025 |
| Bmo Harris Bank | Walnut Creek | CA | 10/2025 | Present |
| Lpl Financial Llc | Walnut Creek | CA | 10/2025 | Present |
1) 10/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO INVESTMENT SERVICES Inv Related / At reported business location (s) 160 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-08 |
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