Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-08 |
| TX | RA | APPROVED | 2023-12-26 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 09/1997 | Present |
| Charles Schwab Bank | Orlando | FL | 02/2005 | 12/2019 |
| Schw Private Client Invest Advisors | Orlando | FL | 12/2019 | 01/2023 |
RDV SPORTSPLEX ICE DEN| START DATE 03.14.2017| ORLANDO, FL| I WILL ASSIST IN COORDINATING THE GAME SCHEDULES, DRAFTS AND REGISTRATION FOR THE LEAGUE FOR APPROXIMATELY 20 HOURS PER MONTH DURING NON TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-05 |
Reach out to this advisor