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 |
|---|---|---|---|
| NC | RA | APPROVED | 2021-01-07 |
| CA | RA | APPROVED | 2020-09-01 |
Branch Locations
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
Sanford, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lucia Capital Group | San Diego | CA | 07/2018 | Present |
| Lucia Capital Group | San Diego | CA | 02/2017 | 10/2017 |
| Homemaker | San Diego | CA | 11/2017 | 07/2018 |
| San Diego State University | San Diego | CA | 08/2016 | 05/2017 |
| Christian High School | El Cajon | CA | 06/2017 | 11/2017 |
| Lpl Financial, Llc | San Diego | CA | 09/2020 | Present |
1. 09/01/2020 - LUCIA CAPITAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 10%/ SAN DIEGO, CA - Start date: 9/1/2020 - 160Hours Per Month/08Hours During Securities Trading 2. 1/19/2022 - Susan L Phares-Aldrich CPA, PLLC - Not Investment Related - 1100 Holly Springs Rd Ste 200, Holly Springs, NC 27540 - Outside/W-2 Employment - Start Date: 2/1/2022 - 20 Hours Per Month/0 Hours During Securities Trading - Prepare taxes. 3. 10/14/2025 - Arbonne - Outside/W-2 Employment - Home Based - Not INv Rel - Start date: 7/1/2025 - 1 Hours Per Month/0 Hours During Securities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-15 |
Reach out to this advisor