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 | 2026-08-28 |
Branch Locations
56 East Main Street Suite 205, Ventura, CA 93001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 01/2025 | 06/2026 |
| San Diego State | San Diego | CA | 08/2021 | 01/2025 |
| Madewell | Walnut Creek | CA | 05/2023 | 08/2023 |
| Urban Outiftters | San Diego | CA | 10/2022 | 02/2023 |
| Pacsun | San Diego | CA | 10/2022 | 02/2023 |
| Big 5 Sporting Goods | San Ramon | CA | 05/2022 | 08/2022 |
| Erik's Delicafe | San Ramon | CA | 04/2020 | 07/2021 |
| Monte Vista High School | Danville | CA | 08/2016 | 05/2021 |
| Lpl Financial | Ventura | CA | 07/2026 | Present |
1. 08/2026 - Swan Retirement Planning - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 80 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/13/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-28 |
Reach out to this advisor