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 | 2024-05-09 |
Branch Locations
18801 Ventura Blvd Ste 304, Tarzana, CA 91356 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 12/2023 | Present |
| Havas Edge Media | Carlsbad | CA | 01/2016 | 02/2022 |
| Smart Media | Los Angeles | CA | 02/2022 | 07/2023 |
| Unemployed | Woodland Hills | CA | 08/2023 | 12/2023 |
| Lpl Financial Llc | Tarzana | CA | 05/2024 | Present |
1. 04/30/2025 - Finterra Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - At Reported Business Location(s) - Start Date: 06/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-26 |
Reach out to this advisor