Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-06-16 |
Branch Locations
5901 Mills Civic Parkway Suite 6000, West Des Moines, IA 50266 • United States
16811 Burke Street Suite 101, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Des Moines | IA | 03/2015 | 02/2022 |
| Principal Securities Inc | Des Moines | IA | 05/2015 | 03/2022 |
| Td Ameritrade, Inc | West Des Moines | IA | 02/2022 | 12/2023 |
| Td Ameritrade Investment Management, Llc | West Des Moines | IA | 04/2022 | 09/2023 |
| Charles Schwab & Co., Inc. | West Des Moines | IA | 06/2022 | Present |
| Charles Schwab Bank, Ssb | West Des Moines | IA | 07/2022 | Present |
1) Chamo Venezuelan Kitchen | Investment Related:No|1006 7th St NW |Altoona|Iowa|50309|USA|Restaurant/Food Services|Partner|4/17/2021|Less than 20|0.000000|Occasionally help out on weekends working the food truck
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-22 |
Reach out to this advisor