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 |
|---|---|---|---|
| HI | RA | APPROVED | 2026-03-25 |
| CA | RA | APPROVED | 2020-12-10 |
| TX | RA | APPROVED | 2020-12-10 |
Branch Locations
500 Ala Moana Blvd, Honolulu, HI 96813 • United States
Laguna Beach, CA • United States
350 10Th Ave Ste 1000, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | San Diego | CA | 07/2017 | 11/2020 |
| Wells Fargo Advisors | San Diego | CA | 10/2016 | 06/2017 |
| Volcom | Santa Barbara | CA | 05/2015 | 09/2016 |
| Lpl Financial, Llc | San Diego | CA | 12/2020 | Present |
1. 4/15/2021 - The March Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 05/13/2024 - Sunbrella LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Laguna Beach, CA - Start Date 04/22/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-13 |
Reach out to this advisor