Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
908 Taylorville Rd, Ste 100, Grass Valley, CA 95949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2023 | 04/2026 |
| Layton Construction Company | Roseville | CA | 12/2017 | 01/2023 |
| Streamline Construction | Grass Valley | CA | 09/2015 | 12/2017 |
| Lpl Financial Llc | Grass Valley | CA | 04/2026 | Present |
| Mariner Independent Advisor Network | Overland Park | KS | 04/2026 | 07/2026 |
| Zion Capital Private Wealth Management | Grass Valley | CA | 04/2026 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1) 2026-04-16 - Graham's Investment Services - Business Entity For Tax/Investment Purposes Only - N - 160 - 160 - at reported business location(s) - 2026-03-30 - Business entity for tax purposes for advisory services 2) 2026-04-16 - Garson Graham - Real Estate Rental - Y - 2 - 0 - Rocklin CA - 2026-03-16 - I own and manage the property of 5516 Portola Circle, Rocklin, CA 95677 3) 2026-04-16 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Zion Capital - DBA for LPL Business (entity for LPL business) - Y - 160 - 160 - at reported business location(s) - 2026-03-16 - Advisor for Zion Capital 4) 06/29/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-03 |
Reach out to this advisor