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 | 2026-06-03 |
Branch Locations
27201 Puerta Real, Ste 250, Mission Viejo, CA 92691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Francisco | CA | 05/2022 | 05/2023 |
| Td Ameritrade | San Francisco | CA | 05/2022 | 05/2023 |
| Sang Guys | Anaheim | CA | 01/2021 | 05/2022 |
| Fedex | Bloomington | CA | 09/2020 | 12/2020 |
| Salt Oasis | Rancho Cucamonga | CA | 07/2020 | 09/2020 |
| Target Warehouse | Fontana | CA | 06/2020 | 07/2020 |
| Best Buy | Chico | CA | 05/2019 | 05/2021 |
| Csu Chico | Chico | CA | 01/2018 | 08/2019 |
| California State University | Chico | CA | 08/2016 | 05/2020 |
| Full Time Education | Fontana | CA | 10/2012 | 08/2017 |
| Lpl Financial Llc | Mission Viejo | CA | 06/2023 | Present |
1) 8/2025- Pence Financial Group - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date 06/12/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-28 |
Reach out to this advisor