Best Investors
Account
Sign in
Financial Coaching Partners LLC CRD 152306
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Somis, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Financial Coaching Partners, Llc | Somis | CA | 06/2026 | Present |
| Osaic Wealth, Inc. | Culver City | CA | 09/2023 | 11/2023 |
| Lpl Financial | Culver City | CA | 11/2023 | 04/2026 |
| Pam Linderman Ria | Culver City | CA | 05/2026 | Present |
1) 10/2023 - One World Financial & Insurance Agency - Insurance Agency - Inv. Related - Culver City, CA - Owner - Start Date 01/13/2006 - 8hrs/month - 20% time spent 2) 10/2023 - No Business Name - TRUST RELATED SERVICES - Non-inv. Related - Culver City, CA - Estate Planning - Start Date 05/01/2003 - 0hrs/month - 1% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-27 |
Reach out to this advisor