Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-01-12 |
| TX | RA | APPROVED | 2006-04-11 |
Branch Locations
8862 161St Ave Ne Suite 106, Redmond, WA 98052-7553 • United States
19020 33Rd Ave West Suite 100, Lynnwood, WA 98036-4746 • 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. | Redmond | WA | 03/2006 | Present |
| Charles Schwab Bank, Ssb | Redmond | WA | 04/2006 | Present |
1)Rental Property|Investment Related:No| Chalan;WA;98816;Chelan|Real Estate (Non-Agent/Broker)|Co-Owner|2024-06-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|This is a rental property co-owned with my wife. She manages it. 2)Rental Property|Investment Related:No| Thueringen;99817;Germany|Real Estate (Non-Agent/Broker)|Co-Owner|2023-04-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|This is a rental property in Germany (possibly for my parents); managed by a rental agency. 3)East King County Estate Planning Council|Investment Related:No|PO Box 51085;Seattle;WA;98115 ;USA|Legal Services|Member|2021-09-23|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.01|The goal of the Council is to promote interdisciplinary continuing education and networking among estate planning practitioners from various professions. I am a member only, not an officer, director or board member. 4)Rental Property|Investment Related:No| Wenatchee;WA;98802;USA|Real Estate (Non-Agent/Broker)|Co-Owner|2020-01-06|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|My wife and I own this property together. She is handling all activity and rental 5)Rental Property|Investment Related:No| Long Beach;CA;90802;USA|Real Estate (Non-Agent/Broker)|Co-Owner|2014-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|My wife and I own this property together. She is handling all activities and rental.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-02 |
Reach out to this advisor