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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-15 |
| WA | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Seattle | WA | 02/2006 | Present |
| Black Fox Properties Llc | Morrison | CO | 10/2010 | Present |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 07/2015 | 04/2017 |
| Red House Properties, Llc | Morrison | CO | 12/2015 | Present |
| Charles Schwab Investment Management | Lone Tree | CO | 01/2020 | 12/2021 |
| Schwab Wealth Advisory Inc | Seattle | WA | 12/2015 | Present |
1) BLACK FOX PROPERTIES LLC, MORRISON, CO; START DATE: 10/01/2010, OWNER OF LLC (REAL ESTATE INVESTMENT), NOT INVESTMENT RELATED, LESS THAN 20 HOURS PER MONTH. 2) RED HOUSE PROPERTIES, LLC, MORRISON, CO; START DATE: 12/28/2015, OWNER OF LLC, NOT INVESTMENT RELATED, PROVIDES FINANCIAL SUPPORT TO LLC & MAKES REAL ESTATE INVESTMENT DECISIONS, LESS THAN 20 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-26 |
Reach out to this advisor