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 | 2022-12-13 |
| CA | RA | APPROVED | 2001-09-20 |
Branch Locations
16 Corporate Plaza Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Newport Beach | CA | 02/2000 | Present |
| Charles Schwab Bank, Ssb | Newport Beach | CA | 12/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-09 |
Reach out to this advisor