Best Investors
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED_RES | 2025-02-14 |
Branch Locations
1500 Rosecrans Avenue Suite 500, Manhattan Beach, CA 90266 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
9221 Corbin Ave Ste 120 Ste 500, Office 3, Northridge, CA 91324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Marina Del Rey | CA | 04/2016 | 02/2025 |
| Lpl Financial | Manhattan Beach | CA | 02/2025 | Present |
1. 10/23/2024- J&B Wealth Advisor, LLC- Business Entity For Tax/Investment Purposes Only- Non Inv Rel- 100 Hrs Mnth- 25 Hrs During Trading- Start Date 10/14/2024 2) 05/21/2025 - Simplicity - Inv. Related - Non-Variable Insurance - At reported business locations - Start Date:05/19/2025 - 10 Hrs Mnth- 10 Hrs During Trading 3) 05/21/2025 - Dunbar Properties - Inv. related - Real Estate Rental - Prescott, AZ - Start Date:05/21/2025 - 1 Hrs Mnth- 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-01 |
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