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 | 2018-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerages Services Llc | Irving | TX | 10/2000 | 11/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2018 |
| Charles Schwab & Co., Inc | Westlake | TX | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-26 |
Reach out to this advisor