Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-15 |
| CO | RA | APPROVED | 2014-05-22 |
Branch Locations
1655 Hendersonville Rd., Asheville, NC 28803 • United States
3000 Schwab Way, Westlake, TX 76262-8104 • 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. | Asheville | NC | 06/2011 | Present |
1) Rental Property | Investment Related:No|1733 Azalea Dr #4|Fort Collins|CO|80256|USA|Real Estate (Non-Agent/Broker)|Landlord|6/25/2018|Less than 20|0|Renting out prior residence
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-23 |
Reach out to this advisor