Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-22 |
| CA | RA | APPROVED | 2018-04-25 |
Branch Locations
1798 Technology Dr Ste 229, San Jose, CA 95110 • United States
500 La Gonda Way Ste 280, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillis Financial Services | San Jose | CA | 11/2016 | 04/2018 |
| Doordash | Daly City | CA | 08/2016 | 10/2016 |
| Full-Time Education | San Jose | CA | 08/2008 | 12/2017 |
| Lpl Financial, Llc | Santa Clara | CA | 11/2016 | Present |
| Calbay Investments | Santa Clara | CA | 06/2019 | Present |
1. 7/8/2019 - CalBay Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/03/2019 - 160 Hours Per Month/110 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-24 |
Reach out to this advisor