Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-11 |
Branch Locations
3150 Crow Canyon Road, San Ramon, CA 94583-1332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Walnut Creek | CA | 02/2006 | 06/2024 |
| Charles Schwab & Co., Inc. | San Ramon | CA | 10/2021 | Present |
| Charles Schwab Bank, Ssb | San Ramon | CA | 10/2021 | Present |
1) Rental Property | Investment Related:No|2307 Foothill Road #4|Pleasanton|CA|94566|USA|Real Estate (Non-Agent/Broker)|Owner|8/1/2010|Less than 20|0.01|Tax reporting, 2) Rental Property | Investment Related:No|40438 Gibson St.|Fremont|CA |94538|USA|Real Estate (Non-Agent/Broker)|Owner|11/30/2011|Less than 20|0.01|Tax reporting, 3) Rental Property | Investment Related:No|463 N. 16th st.|San Jose|CA|95112|USA|Real Estate (Non-Agent/Broker)|Owner|5/30/2014|Less than 20|0.01|Tax reporting, 4) Rental Property | Investment Related:No|508 Sausalito Blvd|Sausalito|CA|94965|US|Real Estate (Non-Agent/Broker)|Owner|4/13/2025|Less than 20|0|Property maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-23 |
Reach out to this advisor