Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-02-06 |
Branch Locations
100 Clock Tower Place Suite100, Carmel, CA 93923-8771 • United States
900 Chapala St. Suite 100, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Santa Barbara | CA | 07/2011 | Present |
| Charles Schwab Bank, Ssb | Santa Barbara | CA | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-30 |
Reach out to this advisor