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 |
|---|---|---|---|
| HI | RA | APPROVED | 2021-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Inc. | Fort Collins | CO | 04/2015 | 02/2018 |
| Td Ameritrade, Inc. | Fort Collins | CO | 02/2018 | 10/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 10/2021 |
| Charles Schwab & Co., Inc. | Honolulu | HI | 07/2021 | Present |
| Charles Schwab Bank, Ssb | Honolulu | HI | 07/2021 | Present |
(1) Waialua Valley Farms LLC; Member; Waialua, HI; Start Date: 07/01/2022; Agriculture/Forestry/Fishing; Generally less than 20 hours per month; Not investment related. (2) Owner; Fort Collins, CO; Start Date: 04/01/2020; Real Estate; Generally less than 20 hours per month; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-14 |
Reach out to this advisor