Best Investors
Account
Sign in
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-01-03 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Simpsonville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Greenville | SC | 08/2016 | 02/2018 |
| Td Ameritrade, Inc. | Greenville | SC | 02/2018 | 09/2018 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 09/2018 |
| Morgan Stanley | Spartanburg | SC | 10/2018 | 12/2021 |
| Perigon Wealth Management, Llc | Simpsonville | SC | 12/2021 | Present |
| Shipt, Inc. | Simpsonville | SC | 10/2020 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-25 |
Reach out to this advisor