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 | 2019-01-04 |
| MD | RA | APPROVED | 2002-03-28 |
Branch Locations
12435 Park Potomac Ave Suite R-3, Potomac, MD 20854 • United States
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Potomac | MD | 06/1999 | Present |
| Charles Schwab Bank, Ssb | Potomac | MD | 02/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-30 |
Reach out to this advisor