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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trust Bank | Mesa | AZ | 02/2013 | 11/2017 |
| Cetera Investment Services | St.CLoud | MN | 03/2013 | 11/2017 |
| Cetera Investment Advisers Llc | Mesa | AZ | 02/2014 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tempe | AZ | 11/2017 | 05/2024 |
| Bank Of America N.A. | Tempe | AZ | 11/2017 | 05/2024 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2024 | Present |
| Schwab Wealth Advisory Inc. | Phoenix | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-30 |
Reach out to this advisor