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 | 2021-02-05 |
| CA | RA | APPROVED | 2002-07-16 |
Branch Locations
5796 Armada Drive Suite 175, Carlsbad, CA 92008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Carlsbad | CA | 07/2002 | Present |
| Charles Schwab Bank | Carlsbad | CA | 02/2005 | Present |
| Rental Property | Oceanside | CA | 07/2009 | Present |
1) Rental Property | Investment Related:No|3765 Hillview Way|Oceanside|CA|92056|USA|Real Estate (Non-Agent/Broker)|Owner|7/1/2009|Less than 20|0|I own a single family house in addition to my residence that I lease to tennants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-14 |
Reach out to this advisor