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 | 2021-07-15 |
Branch Locations
1435 Loop 1604 West Suite 101, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | San Antonio | TX | 12/2010 | 12/2019 |
| Pontem Llc | San Antonio | TX | 06/2018 | 12/2019 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 07/2021 | Present |
| Charles Schwab Bank, Ssb | San Antonio | TX | 07/2021 | Present |
| University Of The Incarnate Word | San Antonio | TX | 01/2020 | Present |
Parent Teacher Student Association of Texas|Investment Related:No|5005 Stahl Rd;San Antonio;TX;78247;US|Education|President|2024-06-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Facilitate the board to advocate for our children and improve our school campus. I will be an authorized signer on the bank account for this organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-23 |
Reach out to this advisor