Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-25 |
Branch Locations
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
3161 Stevenson Blvd, Fremont, CA 94538-2393 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services Inc. | Kansas City | MO | 12/1998 | 12/2017 |
| Charles Schwab & Co., Inc. | San Mateo | CA | 03/2019 | Present |
| Charles Schwab Bank, Ssb | San Mateo | CA | 03/2019 | Present |
| Unemployed | San Mateo | CA | 01/2018 | 03/2019 |
1) Rental property | Investment Related:No|2602 Anza Avenue|Davis|CA|94403|USA|Real Estate (Non-Agent/Broker)|Property Owner|3/25/2019|Less than 20|0|Single dwelling property owner with my wife, Andrea.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-25 |
Reach out to this advisor