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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-25 |
| TX | RA | APPROVED | 2024-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 01/2006 | 05/2019 |
| Charles Schwab & Co., Inc | Westlake | TX | 08/2023 | 01/2024 |
| Charles Schwab & Co Inc,, | Westlake | TX | 02/2024 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 02/2024 | Present |
| Td Ameritrade, Inc. | Westlake | TX | 01/2022 | 09/2023 |
| Td Ameritrade Investment Management, Llc | Westlake | TX | 01/2018 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-15 |
| S66 | Uniform Combined State Law Examination | 2018-01-18 |
Reach out to this advisor