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 | 2024-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2015 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 10/2018 | 07/2024 |
| Bank Of America, N.A. | Fort Worth | TX | 11/2018 | 07/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2024 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 07/2024 | Present |
Junior Achievement of the Chisholm Trail|Investment Related:No|6300 Ridglea Pl #400;Fort Worth;TX;76116;USA|Nonprofit Charitable Organizations|Board Member|2020-01-20|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Quarterly meetings with board members to discuss the progress the nonprofit has made in advancing their mission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-31 |
Reach out to this advisor