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 | 2026-06-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 07/2022 | 06/2026 |
| Maita Subaru | Sacramento | CA | 01/2019 | 01/2020 |
| Capitol Subaru | Sacramento | CA | 07/2016 | 11/2018 |
| Bank Of America | Sacramento | CA | 01/2020 | 07/2022 |
| Bank Of America, N.A. | Sacramento | CA | 01/2023 | 06/2026 |
| Lpl Financial Llc | Stockton | CA | 06/2026 | Present |
| Bmo Bank | Stockton | CA | 06/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 06/2026 2. 06/2026 - BMO Bank - Financial Institution Duty - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – Stockton, CA, 95202 – OBA Start Date: 06/09/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-18 |
Reach out to this advisor