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 | 2026-01-27 |
| AZ | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bellevue | WA | 06/2011 | 12/2019 |
| Charles Schwab Bank | Bellevue | WA | 02/2015 | 12/2019 |
| Moss Adams Wealth Advisors Llc | Seattle | WA | 12/2019 | 07/2023 |
| Mariner Wealth Advisors | Phoenix | AZ | 08/2023 | 08/2024 |
| Providers Wealth Llc | Chandler | AZ | 07/2024 | 07/2025 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2025 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-18 |
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
Reach out to this advisor