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 | 2024-07-25 |
Branch Locations
127 Congress Street Floor 01, Boston, MA 02110-2511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Distributors, Inc. | Boston | MA | 05/2009 | 07/2017 |
| Riversource Fund Distributors, Inc. | Boston | MA | 05/2010 | 07/2017 |
| Blackrock | Boston | MA | 07/2017 | 10/2022 |
| Blackrock Investments, Llc | Boston | MA | 07/2017 | 10/2022 |
| Charles Schwab & Co., Inc. | Boston | MA | 07/2024 | Present |
| Biggerpockets Llc | Denver | CO | 07/2023 | 06/2024 |
| Unemployed | Chelsea | MA | 11/2022 | 06/2024 |
| Charles Schwab Bank | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-25 |
Reach out to this advisor