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 | 2010-01-14 |
Branch Locations
6250 Topanga Canyon Blvd Suite 1545, Woodland Hills, CA 91367 • 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. | Woodland Hills | CA | 12/2009 | Present |
| Charles Schwab Bank | Woodland Hills | CA | 12/2009 | Present |
1) Photography; Photographer; START DATE 10/09/2018; Thousand Oaks, CA; Management of holding company for family real estate holdings; Primarily sports photography on the weekends and evenings; Generally less than 20 hours per month; Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-12 |
Reach out to this advisor