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 | 2025-12-17 |
Branch Locations
4740 Green River Rd, Ste 101, Corona, CA 92878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Corona | CA | 11/2017 | 09/2018 |
| Transamerica Financial Advisors, Inc | Corona | CA | 01/2019 | 02/2024 |
| World Financial Group, Inc. | Corona | CA | 07/2015 | 02/2024 |
| Fresenius Kidney Care | San Fernando | CA | 05/2004 | 02/2024 |
| In House Support Services (Ihss) | Chatsworth | CA | 02/2019 | 02/2024 |
| Jilan Llc. | Saugus | CA | 06/2006 | 03/2021 |
| Lpl Financial Llc | Corona | CA | 02/2024 | Present |
1) 02/12/2024 - One Resource Group - Non-Variable Insurance - Selling: Term, whole life and universal life - Ca 91350 - Investment related - 120 Hours per month - Start date: 01/10/2024. 2) 02/12/2024 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 20 Hours per month. 3) 02/12/2024 - TGL Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 02/12/2024 - Fresenius Kidney Care - Outside/W-2 Employment - Registered Nurse - CA 91340 - Not investment related - 20 Hours per month - Start date: 1/4/2004. 5) 02/12/2024 - In House Support Services (IHSS) - Outside/W-2 Employment - Care for mother - CA 91311 - Not investment related - 60 Hours per month - Start date: 1/1/2018. 6) 07/15/2024 - kaiser Permanente - Outside/W-2 Employment - Case Manager/ Transplant Coordinator - Not Investment Related - 13651 Willard St, Los Angeles, Ca 91402 - 24 Hours Per Month/ 0 Hours During Trading 7) 01/13/2026 - kaiser permanente - Outside/W-2 Employment - Not investment Related - Panorama, CA - Start Date 04/29/2025 - 24 hours per month/ 12 hours during trading 8) 04/21/2026 - JILAN Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/23/2026 - 80 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-13 |
Reach out to this advisor