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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-04-25 |
Branch Locations
3000 Cahaba Village Plaza Suite 130, Mountain Brook, AL 35243 • United States
100 Church Street Suite 125B, Huntsville, AL 35801-4594 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | San Antonio | TX | 02/2014 | 01/2018 |
| Usaa Financial Advisors, Inc | Addison | TX | 02/2014 | 04/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 04/2019 |
| Tiaa | Lewisville | TX | 04/2019 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 04/2019 | 11/2020 |
| Morgan Stanley | Temple Terrace | FL | 11/2020 | 04/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2021 | 10/2023 |
| Schwab Private Client Investment Advisory, Inc. | Westlake | TX | 04/2021 | 10/2023 |
| Usaa Life Insurance Company | Plano | TX | 10/2023 | 03/2025 |
| Usaa Investment Services Company | Plano | TX | 01/2024 | 03/2025 |
| Charles Schwab & Co. | Huntsville | AL | 04/2025 | Present |
| Charles Schwab Bank, Ssb | Huntsville | AL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-12 |
Reach out to this advisor