Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-01-26 |
Branch Locations
19020 33Rd Ave West Suite 100, Lynnwood, WA 98036-4746 • United States
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Issaquah | WA | 03/2010 | 09/2018 |
| Td Ameritrade, Inc. | Lynnwood | WA | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Lynnwood | WA | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Lynnwood | WA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-28 |
Reach out to this advisor