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_RES | 2019-01-02 |
| CA | RA | APPROVED | 2010-06-22 |
Branch Locations
200 California Street Floor 01, San Francisco, CA 94111-4344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. Inc. | San Francisco | CA | 03/2010 | Present |
| Charles Schwab Bank, Ssb | San Francisco | CA | 03/2010 | Present |
1) 1865 California street|Investment Related: No|1865 California Street apt 6, San Francisco, CA, 94109, USA|Real Estate (Non-Agent/Broker)|Owner|8/1/2021|Less than 20 hour/month - 0 during trading hours|I own the condo being rented. I have hired a property manager to manage the property, tenants, etc. , 2) Marin Coed Soccer League|Investment Related: No|26 Crescent Rd , Corte Madera, CA, 94925, USA|Sports/Physical Recreation|Team Representative|10/7/2023|Less than 20 hour/month - 0 during trading hours|I have a very small role as a team representative. My responsibilities are mostly to assist our team captain with any game related matters (coaching, coordinating with opposing team, etc) on gamedays.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-09 |
Reach out to this advisor