Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-09-08 |
| GA | RA | APPROVED | 2022-04-22 |
Branch Locations
1920 Ballenger Ave Suite 120, Alexandria, VA 22314-6818 • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg | VA | 10/2014 | 10/2017 |
| Bank Of America, N.A. | Richmond | VA | 10/2014 | 10/2017 |
| Td Ameritrade, Inc. | Alexandria | VA | 10/2017 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Alexandria | VA | 10/2017 | 06/2024 |
| Charles Schwab & Co., Inc. | Alexandria | VA | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Alexandria | VA | 07/2022 | Present |
1) House Rental | Investment Related:No|1600 Villageway Dr. |Henrico|Virginia|23229|USA|Rental Services (Other than Real Estate)|Homeowner|1/1/2021|Less than 20|0.000000|I own the house where my mother is living and paying the mortgage, which is her rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-30 |
Reach out to this advisor