Best Investors
Account
Sign in
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-31 |
| CO | RA | APPROVED | 2024-07-30 |
Branch Locations
1741 N High St, Denver, CO 80218 • United States
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 05/2000 | 04/2024 |
| Schwab Wealth Advisors, Inc. | Lone Tree | CO | 01/2012 | 04/2024 |
| Ratio Wealth Group Llc | Denver | CO | 04/2024 | 07/2024 |
| Robertson Stephens | San Francisco | CA | 07/2024 | Present |
1. Rebecca Neils|Investment Related:No|30619 S SandHurst Lane ;Oracle;AZ;85623;USA|Real Estate (Non-Agent/Broker)|Owner of a rental home|2022-11-18|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|no business other than we own a home we rent, not listed in any type of business entity 2. self|Investment Related:No|30619 S Sand Hurst Lane Unit B ;Oracle;AZ;85623;USA|Real Estate (Non-Agent/Broker)|owner |2022-12-26|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I own one side of an attached home 3. condo we will rent|Investment Related:No|5670 s algonquian way unit B;aurora;CO;80016;USA|Real Estate (Non-Agent/Broker)|owner of condo|2021-04-05|HoursPerMonth:Varies|HoursSpentduringSecurityTrading:0|we purchased a condo last week that we will be renting out. No one is living there currently but will start mid May 2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-03-21 |
| S66 | Uniform Combined State Law Examination | 2002-07-08 |
Reach out to this advisor