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 | 2001-09-28 |
Branch Locations
106 West Portal Ave, San Francisco, CA 94127-1306 • United States
3478 California St Suite 100, San Francisco, CA 94118-1837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Francisco | CA | 11/1997 | Present |
| Charles Schwab Bank Ssb | San Francisco | CA | 02/2005 | Present |
| Self Employed | Sacramento | CA | 12/2011 | Present |
1) Kong Chow Benevolent Association | Investment Related:No|855 Stockton St, San Francisco, CA 94108|San Francisco|CA|94108|USA|Nonprofit Charitable Organizations|one of 45 directors of the board|1/1/2024|Less than 20|0|Volunteering time in this 170 years old San Francisco Chinatown association to help community and charitable events, also annual scholarship to students. Do not handle money or investment , 2) San Francisco Chinese Hospital | Investment Related:No|845 Jackson Street|San Francisco|CA|94133|USA|Healthcare Services|member of the Board of Trustee|1/13/2026|Less than 20|0|Chinese Hospital, a community-owned, not-for-profit organization, exists primarily to deliver quality health care in a cost-effective way, responsive to the community's ethnic and cultural uniqueness, providing access to health care and acceptability to all socioeconomic levels. Chinese Hospital is governed by a voluntary Board of Trustees, broadly representative of the community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-09 |
Reach out to this advisor