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 | 2022-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Westlake | TX | 01/2020 | Present |
| Christie's International Real Estate | Fort Worth | TX | 09/2019 | 01/2020 |
| Coldwell Banker Residential Brokerage | Fort Worth | TX | 09/2015 | 08/2019 |
Self Employed| Carpenter| NOT investment-related| Since 2010 I occasionally help a friend with his 1920 Historic house. Projects are varied, but some examples of past work are putting up trim and wainscoting, repairing floors and furniture, and painting walls| Less than 20 hrs monthly| No business during trading hours| Work address is my home address: 5013 Barbara Rd, Fort Worth, TX 76114
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-16 |
Reach out to this advisor