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_RES | 2020-01-08 |
| CA | RA | APPROVED | 2019-05-20 |
Branch Locations
525 Fulton Avenue, Sacramento, CA 95825-4812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 08/2015 | 03/2019 |
| Charles Schwab & Co., Inc. | Sacramento | CA | 05/2019 | Present |
| Charles Schwab Bank Ssb | Sacramento | CA | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-24 |
Reach out to this advisor