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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-09 |
Branch Locations
1300 Avenue Of The Americas, New York City, NY 10019 • 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 |
|---|---|---|---|---|
| Ubs Financial Services | Weehawken | NJ | 05/2013 | 06/2017 |
| Charles Schwab & Co., Inc. | Red Bank | NJ | 07/2017 | 05/2021 |
| Charles Schwab Bank, Ssb | Red Bank | NJ | 07/2017 | 05/2021 |
| Quantum And Co. | Alton | VA | 05/2021 | 03/2024 |
| Champion Capital Management | Manalapan | NJ | 06/2022 | 01/2024 |
| Charles Schwab & Co., Inc. | New York City | NY | 03/2024 | Present |
| Charles Schwab Bank, Ssb | New York City | NY | 03/2024 | Present |
| Rc Strategic Consultants | Freehold | NJ | 06/2021 | 04/2024 |
1) RC Strategic Consulting | Investment Related:No|Management Consulting Services|Owner|6/7/2021|Less than 20|0|This is a company that is staying open to capture future residual payouts on work/investments that were made or completed in the past. There are no responsibilities for this entity and there is no future business that is being conducted in this entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2009-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-10 |
Reach out to this advisor