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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-10 |
| CA | RA | APPROVED | 2022-09-21 |
Branch Locations
1045 W Katella Ave, Ste 250, Orange, CA 92867 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Los Angeles | CA | 11/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | 09/2022 |
| Lpl Financial Llc | Murrieta | CA | 09/2022 | Present |
1) 09/19/2022 - Marigold Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 09/19/2022 - Vineyard 31 Vacations - Real Estate Rental - Owner - Inv Rel - Corona, CA - Start: 12/2018 3) 12/23/2025 - Marigold Tax & Bookkeeping Solutions DBA Marigold Financial Partners - Tax Prep/Accounting/CPA - Owner - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-17 |
Reach out to this advisor