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 |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-11 |
Branch Locations
1655 Hendersonville Rd., Asheville, NC 28803 • United States
12 East Washington St, Greenville, SC 29601-2731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Asheville | NC | 04/1998 | 09/2018 |
| Td Ameritrade, Inc. | Asheville | NC | 02/2018 | 09/2023 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 09/2023 |
| Charles Schwab & Co., Inc. | Asheville | NC | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Asheville | NC | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-25 |
Reach out to this advisor