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 | 2026-03-17 |
Branch Locations
6515 Mission Gorge Rd, San Diego, CA 92120 • United States
277 Rancheros Dr Ste 340, San Marcos, CA 92069 • United States
9333 Genesee Ave Unit 160, San Diego, CA 92121 • United States
1110 Rosecrans St Suite 101, San Diego, CA 92106 • United States
368 Broadway, El Cajon, CA 92021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Chula Vista | CA | 04/2023 | 05/2024 |
| California Coast Credit Union | La Mesa | CA | 08/2020 | 10/2021 |
| California Coast Credit Union | Chula Vista | CA | 10/2021 | 04/2023 |
| Modesto Junior College | Modesto | CA | 08/2016 | 05/2019 |
| Southwestern College | Chula Vista | CA | 08/2019 | 05/2020 |
| United Cerebral Palsy | San Diego | CA | 08/2019 | 04/2021 |
| Stars Therapy | Chula Vista | CA | 06/2019 | 08/2019 |
| United Cerebral Palsy | Modesto | CA | 05/2018 | 05/2019 |
| Jcpenney | Manteca | CA | 07/2017 | 08/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2024 | 03/2026 |
| Cetera Investment Advisers Llc | National City | CA | 05/2024 | 03/2026 |
| Mechanics Bank | El Cajon | CA | 03/2026 | Present |
| Lpl Financial Llc | El Cajon | CA | 03/2026 | Present |
1 - 03/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mechanics Investment Services - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-15 |
Reach out to this advisor