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 | 2026-01-02 |
Branch Locations
51 E Campbell Avenue 106B, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 12/2009 | 05/2017 |
| Bank Of America, N.A. | San Mateo | CA | 06/2013 | 05/2017 |
| Morgan Stanley | Palo Alto | CA | 05/2017 | 11/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | 11/2023 |
| Lpl Financial Llc | Campbell | CA | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2017 | Present |
1) 10/2023 - P-C Wealth Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-20 |
Reach out to this advisor