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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-12 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
San Antonio, TX • 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 |
|---|---|---|---|---|
| Usaa Group | San Antonio | TX | 04/2007 | 04/2018 |
| Edward Jones | San Antonio | TX | 04/2018 | 05/2022 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 05/2022 | Present |
| Charles Schwab Bank, Ssb | San Antonio | TX | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-26 |
Reach out to this advisor