Best Investors
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Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-30 |
Branch Locations
1179 South University Drive Suite 310, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Miami | FL | 05/2007 | 05/2019 |
| Regions Bank | Miami | FL | 06/2019 | 04/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 11/2019 | 04/2022 |
| Cetera Investment Advisers Llc | Miami | FL | 11/2019 | 04/2022 |
| Fidelity Investments | Coral Gables | FL | 04/2022 | 10/2024 |
| Charles Schwab & Co., Inc. | Plantation | FL | 10/2024 | Present |
| Charles Schwab Bank | Plantation | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-07 |
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