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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-15 |
| CO | RA | APPROVED | 2021-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Colorado Springs | CO | 08/2011 | 05/2020 |
| Usaa Financial Planning Services | Colorado Springs | CO | 08/2011 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Denver | CO | 05/2020 | 05/2020 |
| Schwab Wealth Advisory Inc | Lone Tree | CO | 05/2021 | Present |
1) Homes For Our Troops | Investment Related:No|6 Main St.|Taunton|MA|02780|USA|Financial Services|Volunteer|4/5/2021|Less than 20|0|On a volunteer/pro-bono basis provide individual veterans with financial guidance through www.hfotusa.org.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-16 |
Reach out to this advisor