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_RES | 2026-01-05 |
| FL | RA | APPROVED | 2022-03-11 |
Branch Locations
4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • United States
375 Fifth Ave South Suite 101, Naples, FL 34102 • 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 |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Naples | FL | 02/2016 | 05/2024 |
| Charles Schwab & Co., Inc. | Naples | FL | 01/2022 | Present |
| Td Ameritrade Investment Management, Llc | Naples | FL | 02/2016 | 09/2023 |
| Charles Schwab Bank, Ssb | Naples | FL | 07/2022 | Present |
1) Naples Park Rental | Investment Related:No|626 97th Ave N|Naples|FL|34108|USA|Real Estate (Non-Agent/Broker)|Landlord|4/15/2025|Less than 20|0|As the homeowner and landlord, my responsibilities include managing the income and expenses and occasional property management tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-10 |
Reach out to this advisor