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 |
|---|---|---|---|
| OR | RA | APPROVED | 2020-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bend | OR | 05/2017 | 04/2019 |
| Charles Schwab Bank | Bend | OR | 05/2017 | 04/2019 |
| Sga Cpa's | Bend | OR | 01/2017 | 04/2017 |
| Bank Of The Cascades | Bend | OR | 12/2016 | 01/2017 |
| Bend La Pine School District | Bend | OR | 11/2016 | 03/2019 |
| Sunriver Resort | Sunriver | OR | 07/2016 | 09/2016 |
| Unemployed | Bend | OR | 05/2019 | 12/2019 |
| Charles Schwab & Co., Inc. | Bend | OR | 01/2020 | Present |
| Charles Schwab Bank, Ssb | Bend | OR | 01/2020 | Present |
Rolen Rental|Investment Related:No|Bend;OR;97702;USA|Hotels/Lodging|Landlord|2025-03-04|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I manage my Rental Home Property and publish the listing and am responsible for collecting Rent and making home improvements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-12 |
Reach out to this advisor