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 | 2026-04-06 |
Branch Locations
6100 Birdcage Lane, Suite 125, Citrus Heights, CA 95610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | Citrus Heights | CA | 12/2021 | 09/2024 |
| Patelco Credit Union | Citrus Heights | CA | 03/2021 | 09/2024 |
| Lulu Carpenters | Santa Cruz | CA | 07/2019 | 11/2019 |
| Atria Tamalpais Creek | Novato | CA | 11/2016 | 07/2018 |
| Marin Coffee Roaster | Novato | CA | 02/2018 | 09/2018 |
| Unemployed | Novato | CA | 12/2020 | 03/2021 |
| Unemployed | Novato | CA | 05/2016 | 09/2016 |
| Perfect Timing Personnel Services | Richmond | CA | 10/2020 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 09/2024 | 10/2025 |
| Santa Rosa Junior College | Santa Rosa | CA | 09/2016 | 05/2018 |
| University Of California Santa Cruz | Santa Cruz | CA | 09/2018 | 12/2020 |
| Bank Of America, N.A. | Sacramento | CA | 10/2024 | 10/2025 |
| Mml Investors Services, Llc | Roseville | CA | 10/2025 | 02/2026 |
| Massmutual Life Insurance Company | Roseville | CA | 10/2025 | 02/2026 |
| Unemployed | Sacramento | CA | 02/2026 | 04/2026 |
| Patelco Credit Union | Citrus Hights | CA | 04/2026 | Present |
| Lpl Financial | Citrus Hights | CA | 04/2026 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Patelco Financial Solutions - Inv Rel - At Reported Business Location (s) - Start Date : 03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
Reach out to this advisor