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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-26 |
Branch Locations
4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States
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 |
|---|---|---|---|---|
| Charles Schwab & Co, Inc | Richfield | OH | 09/2009 | 12/2016 |
| Summit Wealth Management Llc | Akron | OH | 12/2016 | 04/2017 |
| Charles Schwab & Co., Inc. | Twinsburg | OH | 05/2017 | Present |
| Charles Schwab Bank Ssb | Twinsburg | OH | 02/2023 | 07/2023 |
| Schwab Wealth Advisory Inc | Richfield | OH | 07/2023 | Present |
NOURISHING ENERGY LLC | NOT INVESTMENT-RELATED | PENINSULA, OHIO | AGRICULTURE/FORESTRY/FISHING | OWNER | START DATE 4/13/2021 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | Growing flowers, predominantly sunflowers, handmade crafts made by me at home like candles and candle holders, focus is on offering resources of positive energy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-21 |
Reach out to this advisor