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 | 2025-05-01 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sketchy Group Llc | Los Angeles | CA | 01/2017 | 05/2022 |
| Wasco State Prison | Wasco | CA | 08/2016 | 01/2017 |
| Unemployed | Bakersfield | CA | 05/2022 | 09/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2023 | 06/2024 |
| Northwestern Mutual Investment Services Llc | Bakersfield | CA | 06/2024 | 06/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2024 | 06/2024 |
| Scf Investment Advisors, Inc. | San Diego | CA | 06/2024 | 05/2025 |
| Scf Securities, Inc. | San Diego | CA | 06/2024 | 05/2025 |
| Lpl Financial Llc | Bakersfield | CA | 05/2025 | Present |
1. 05/01/2025- Moneywise Guys- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/01/2024- 8 Hours Per Month 2. 05/01/2025- Moneywise Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/01/2024- 160 Hours Per Month- 80 Hours During Trading 3. 07/14/2025 - Moneywise Podcast- Radio/TV/Podcast - Co-Host - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 8 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-05 |
Reach out to this advisor