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 | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2016 | 09/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2019 | Present |
| Fidelity Service Company, Inc. | Westlake | TX | 10/2018 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-26 |
Reach out to this advisor