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 | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Irvine | CA | 02/2022 | 11/2024 |
| Prudential Insurance Company Of America | Irvine | CA | 09/2021 | Present |
| Chapman Univeristy | Orange | CA | 01/2021 | 08/2021 |
| Lynch Ambulance | Anahiem | CA | 09/2019 | 01/2021 |
| Chapman University | Orange | CA | 08/2016 | 06/2020 |
| The Prudential Insurance Company Of America | Irvine | CA | 05/2022 | Present |
| Lpl Enterprise, Llc | Irvine | CA | 11/2024 | Present |
1)11/14/2024-La Jolla Integrated Financial Solutions & Insurance Services-Business Owner/Partner-Not Inv Related-At La Jolla,CA-Start date 07/14/2023-20hrs/mth-20hrs/mth during trading 2) 03/28/2025-La Jolla Integrated Financial Solutions and Insurance Services-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 07/14/2023-40hrs/mth-40hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
Reach out to this advisor