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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-07 |
Branch Locations
1840 Century Park East Suite 100, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Santa Monica | CA | 05/2015 | 02/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2024 |
| Charles Schwab & Co., Inc. | Los Angeles | CA | 02/2024 | Present |
| Charles Schwab Bank, Ssb | Los Angeles | CA | 02/2024 | Present |
OAA#: 67469 | Org Name:Torreys Natural Snacks, LLC | Org Addr:Sherman Oaks, CA, US | Nature of Bus:food/snack industry | Invst Rel:N | Title:co-founder/owner/manager | Duties:co-founder/owner/manager along with my husband of Torreys Natural Snacks LLC. Food/snack start up. | Start Dt:09/23/2020 | Total Hrs p/m:40 | Sec Trdng Hrs p/m:0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
Reach out to this advisor