Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-07 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262-8104 • UNITED STATES
Marco Island, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitalrock Investments, Llc | Naples | FL | 01/2013 | 10/2016 |
| Capitalrock Financial, Llc | Naples | FL | 08/2015 | 01/2017 |
| Platinum Wealth Partners, Inc | Tampa | FL | 05/2016 | 10/2016 |
| Charles Schwab & Co., Inc. | Boca Raton | FL | 12/2016 | 11/2019 |
| Td Ameritrade | Naples | FL | 12/2019 | 01/2021 |
| Charles Schwab & Co., Inc. | Boca Raton | FL | 01/2021 | Present |
| Td Ameritrade, Inc. | Marco Island | FL | 07/2021 | 06/2024 |
Name: Akwa Marina Yacht Club LLC, Role: Partner, Type: Other, Start Date: 02/13/2002, Investment Related?: No, Address: 95 Centenary Ave, Laconia, NH 03246, Duties: none
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-20 |
| S66 | Uniform Combined State Law Examination | 2008-04-15 |
Reach out to this advisor