Best Investors
Account
Sign in
Best Investors
Account
Sign in
700 N. Brand Blvd., Suite 640, Glendale, CA 91203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-19 |
Branch Locations
700 N. Brand Blvd., Suite 640, Glendale, CA 91203 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-23 |
Branch Locations
700 N Brand Blvd, Suite #640, Glendale, CA 91203 • United States
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 |
|---|---|---|---|---|
| Parkhill School District | Kansas City | MO | 06/2017 | 08/2017 |
| University Of Missouri | Columbia | MO | 08/2015 | 05/2020 |
| Rancho Grande Cantina | Parkville | MO | 06/2018 | Present |
| Lpl Finanical, Llc | Glendale | CA | 10/2021 | Present |
| California Financial Partners Inc. | Glendale | CA | 01/2025 | Present |
1) 05/10/2023 - California Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/14/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 2) 07/15/2025 - California Financial Partners, Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date:05/20/2025 - 1 Hrs/Mth - 0 Hrs During Trading.I provide financial planning and consulting services through California Financial Partners, Inc. an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 1 hour per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 07/15/2025 - California Financial Partners, Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:05/20/2025 - 1 Hrs/Mth - 0 Hrs During Trading.I provide financial planning and consulting services through California Financial Partners, Inc. an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 1 hour per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-05 |
Reach out to this advisor