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 | 2024-10-28 |
Branch Locations
4605 Lankershim Blvd Ste 250, North Hollywood, CA 91602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | La Canada | CA | 06/2015 | 05/2019 |
| N/A | Davis | CA | 09/2019 | 06/2023 |
| Trader Joe's | Pasadena | CA | 04/2017 | 08/2019 |
| Trader Joe's | Davis | CA | 09/2019 | 03/2020 |
| Trader Joe's | Pasadena | CA | 04/2020 | 08/2020 |
| Trader Joe's | Davis | CA | 08/2020 | 06/2022 |
| The Political Violence Lab | Washington | DC | 06/2022 | 08/2022 |
| Trader Joe's | Davis | CA | 02/2023 | 08/2023 |
| Trader Joe's | Pasadena | CA | 09/2023 | 01/2024 |
| Assetio Wealth Management | North Hollywood | CA | 12/2023 | Present |
| Lpl Financial | North Hollywood | CA | 12/2023 | Present |
1- 05/2024 / Assetio Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
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