Best Investors
Account
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Best Investors
Account
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Pruco Securities Llc | Walnut Creek | CA | 09/2023 | 11/2024 |
| Graton Resort And Casino | Rohnert Park | CA | 10/2013 | 01/2024 |
| The Prudential Insurance Company Of America | Walnut Creek | CA | 01/2024 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sebastopol | CA | 03/2025 | 12/2025 |
| Unemployed | Rohnert Park | CA | 11/2024 | 02/2025 |
| Bank Of America, N.A. | Sebastopol | CA | 05/2025 | 12/2025 |
| Redwood Credit Union | Sebastopol | CA | 01/2026 | Present |
| Lpl Financial Llc | Sebastopol | CA | 01/2026 | Present |
1/2026 / Investment products and services are offered through LPL Financial LLC using the DBA/Redwood Wealth Management / INV RLTD / 160 HRS MNTH / 160 HRS DURING TRADING / AT RPRT LOC / START 01/14/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-04 |
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