Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-11-22 |
| TX | RA | APPROVED_RES | 2013-08-19 |
| NV | RA | APPROVED | 2006-10-19 |
Branch Locations
27281 Las Ramblas Suite 138, Mission Viejo, CA 92691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mission Viejo | CA | 06/2006 | Present |
1. 06/29/06 - RESIDENTIAL REAL ESTATE RENTAL 2. 05/08/10 - DBA ONLY, PROGRESSIVE STRATEGIES FINANCIAL GROUP, NV. 3. 04/26/2012 - PSFG HOLDINGS INC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - TIME SPENT 0% - LAS VEGAS, NV 4. 04/08/2015 - TEACHER - FREMANTEL MEDIA - TIME SPENT 10 HOURS PER MONTH - LAS VEGAS, NV 5. 02/21/2017 - Women's Financial Forum - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/23/2017 - 3 Hours Per Month/3 Hours During Securities Trading 6. 04/26/2019 - AmeriEstate Legal Plan - Investment related - At reported business location(s) - start date:04/24/2019 - 5 hrs/mo - 0 hrs during trading. 7. 07/14/2022 - BGAgents Insurance Services Inc - Investment Related - 2900 Bristol St. Ste #B300 Costa Mesa, CA 92626 - Non-Variable Insurance - Financial Advisor, Insurance Sales - Start Date - 07/11/2022 - 5 Hours Per Month/1 Hours During Securities Trading. 8. 03/24/2025 - PSFGWealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start date: 03/13/2025 - 1 Hours Per Month/1 Hours During Securities Trading. 9. 03/17/2025 - Key Real Estate - Investment Related - Mortgage/Real Estate Services - Las Vegas, NV - Start Date: 03/13/2025 - 1 Hours Per Month/1 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-18 |
Reach out to this advisor