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 | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
333 N Glenoaks Blvd, Burbank, CA 91502 • United States
10820 Zelzah Ave, Granada Hills, CA 91344 • United States
8501 Van Nuys Blvd, Panorama City, CA 91402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Glendale | CA | 06/2016 | 10/2021 |
| Bank Of America, N.A. | Glendale | CA | 06/2016 | 10/2021 |
| Jp Morgan Chase Bank, N.A. | Pasadena | CA | 10/2021 | 08/2023 |
| J.P. Morgan Securities Llc | Pasadena | CA | 10/2021 | 08/2023 |
| Uber/Lyft | Pacoima | CA | 08/2021 | 10/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2023 | 05/2025 |
| Lpl Financial Llc | Burbank | CA | 05/2025 | Present |
| Mechanics Bank | Burbank | CA | 02/2026 | Present |
1) 2026-02-18 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Mechanics Investment Services - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-02-17 - 0hrs/mth - 0hrs/mth during trading 2) 2026-05-05 - 8 Fleet - Rideshare - N - Los Angeles CA - 2026-04-23 - 160hrs/mth - 0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-14 |
Reach out to this advisor