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 | 2019-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services, Inc | Dallas | TX | 07/2015 | 05/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2019 | Present |
Start Date = 08-29-19| Shawnee Trail Elementary School PTA Board Member| Parliamentarian| Frisco, TX| Hours/Month = Less than 20| The role of the parliamentarian is to advise the board of directors and members of the PTA on matters of parliamentary procedure, and serves as a consultant, especially in a meeting, where only the chair has authority to rule on questions of order or to answer parliamentary inquiries. Duties include: maintaining copies of current governing documents - bylaws, standing rules, policies and parliamentary authority; provides guidance to members and board members on issues outlined in governing documents; ensures local PTA meets all requirements of the standards; Confers with the president prior to the meeting regarding business items on the agenda; advises the president on points of parliamentary procedure; maintains a position of impartiality and does not make motions, enter debate or vote.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-10 |
Reach out to this advisor