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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-14 |
| CA | RA | APPROVED | 2026-04-13 |
Branch Locations
10 E Yanonali #12,Santa, Barbara, CA 93101 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bergquist Wang, Llc | Santa Barbara | CA | 04/2013 | 01/2019 |
| Wells Fargo Bank, Na | Santa Barbara | CA | 01/2019 | 09/2021 |
| U.S. Bancorp | Santa Barbara | CA | 09/2021 | 04/2026 |
| Lpl Financial Llc | Santa Barbara | CA | 04/2026 | Present |
1. 04/2026 - MGF Treasure Chest - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Santaarbara, CA, 93103 - OBA Start Date: 04/01/2026 2. 04/2026 - HIGHWATER WEALTH - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/13/2026
Reach out to this advisor