Best Investors
Account
Sign in
Best Investors
Account
Sign in
301 East Ocean Blvd. Suite 1150, Long Beach, CA 90802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-10 |
Branch Locations
301 East Ocean Blvd. Suite 1150, Long Beach, CA 90802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.) | Long Beach | CA | 06/1997 | Present |
| Goldman Lancaster, Inc. | Long Beach | CA | 02/1994 | Present |
(1) 11/22/2004 - NON-VARIABLE INSURANCE - INSURANCE - LONG BEACH, CA (2) 04/19/2013 - DBA ONLY - GOLDMAN LANCASTER, INC. - LONG BEACH, CA (3) 12/04/2013 - GOLDMAN LANCASTER, INC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/1994 - 112 Hours Per Month - Time Spent 70% - I provide investment advisory services through Goldman Lancaster, Inc., an independent investment advisor firm. I started this business activity in 02/1994. I expect to spend approximately 112 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 | 2010-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-26 |
Reach out to this advisor