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 |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2022-01-11 |
| CA | RA | APPROVED | 2018-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shelton Capital Management | Denver | CO | 01/2015 | 03/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2018 | Present |
| Td Ameritrade Inc. | San Francisco | CA | 05/2023 | 06/2024 |
1) Saddlebrook HOA Architectural Committee | Investment Related:No|Architectural/Design Services|Committee Member|6/1/2026|Less than 20|0|Approve or deny architectural changes proposed by residents of the Saddlebrook community in Bartonville, TX
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-21 |
| S66 | Uniform Combined State Law Examination | 2008-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-25 |
Reach out to this advisor