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 |
|---|---|---|---|
| CA | RA | APPROVED | 2012-09-20 |
Branch Locations
200 Fourth Street Suite 100, Santa Rosa, CA 95401-6213 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Santa Rosa | CA | 09/2012 | Present |
| Charles Schwab Bank, Ssb | Santa Rosa | CA | 09/2012 | Present |
Start Date = 12-01-17| Rental Property| Property Owner| Santa Rosa, CA| Hours/Month = Less than 20| Ownership, maintenance and rental of a rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-25 |
Reach out to this advisor