Best Investors
Account
Sign in
11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-01 |
Branch Locations
2665 30Th Street Suite 212, Santa Monica, CA 90405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Santa Monica | CA | 08/2023 | Present |
| Kate Somerville Skin Health Experts | West Hollywood | CA | 08/2017 | 07/2023 |
| The Ritz-Carlton Spa, Los Angeles | Los Angeles | CA | 10/2012 | 08/2017 |
1-01/2025 / Rose Greene Financial Services / DBA for LPL Business (entity for LPL business) / INV RLTD / 40 HRS MNTH / 8 HRS DURING TRADING / AT LOC / START 10/02/2023 2) 02/04/2025 - Perennial Investment Advisors, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:10/02/2023 - 40 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 02/04/2025 - Perennial Investment Advisors, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:10/02/2023 - 50 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-14 |
Reach out to this advisor