Best Investors
Account
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Account
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1560 Sherman Avenue Ste 1300, Evanston, IL 60201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-05 |
| FL | RA | APPROVED | 2024-05-13 |
| NY | RA | APPROVED | 2023-08-25 |
| OH | RA | APPROVED | 2023-08-16 |
| GA | RA | APPROVED | 2023-07-10 |
| IA | RA | APPROVED | 2023-06-12 |
| MD | RA | APPROVED | 2022-04-28 |
| OR | RA | APPROVED | 2019-10-30 |
| SC | RA | APPROVED | 2019-08-26 |
| IN | RA | APPROVED | 2019-04-23 |
| NC | RA | APPROVED | 2019-04-15 |
| AZ | RA | APPROVED | 2019-01-29 |
| WI | RA | APPROVED | 2019-01-14 |
| TX | RA | APPROVED_RES | 2018-10-24 |
| MN | RA | APPROVED | 2018-10-17 |
| CO | RA | APPROVED | 2018-10-12 |
| MI | RA | APPROVED | 2018-10-08 |
| CA | RA | APPROVED | 2018-09-26 |
| IL | RA | APPROVED | 2013-10-21 |
Branch Locations
1560 Sherman Avenue Suite 1300, Evanston, IL 60201 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Kennilworth | IL | 05/2003 | Present |
| Charles Schwab Bank | Kennilworth | IL | 02/2005 | Present |
| Romano Brothers & Co. | Evanston | IL | 04/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-13 |
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