Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-19 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Lone Tree | CO | 08/2016 | 03/2024 |
| Charles Schwab Bank | Lone Tree | CO | 04/2019 | 07/2023 |
| Charles Schwab Premiere Bank | Lone Tree | CO | 05/2021 | 07/2023 |
| Charles Schwab Trust Bank | Lone Tree | CO | 05/2021 | 07/2023 |
| Raymond James & Associates, Inc. | Parker | CO | 11/2025 | Present |
| Unemployed | Parker | CO | 04/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-30 |
Reach out to this advisor