Best Investors
Account
Sign in
85 Willow Road, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
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 | Ft. Worth | TX | 07/2016 | 12/2016 |
| Personal Capital Advisors Corporation | San Francisco | CA | 07/2017 | 04/2018 |
| Unemployed | Forth Worth | TX | 01/2017 | 06/2017 |
| Charles Schwab | Westlake | TX | 04/2021 | 08/2023 |
| Fidelity Investments | Westlake | TX | 09/2023 | 06/2025 |
| Kids Univesity Learning Center | Dallas | TX | 04/2018 | 08/2023 |
| Robinhood Markets, Inc. | Menlo Park | CA | 06/2025 | Present |
| Robinhood Asset Management, Llc | Menlo Park | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-05 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-16 |
Reach out to this advisor