Best Investors
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Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-31 |
Branch Locations
8862 161St Ave Ne Suite 106, Redmond, WA 98052 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-01-12 |
Branch Locations
8862 161St Ave Ne Suite 106, Redmond, WA 98052-7553 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 06/2020 | 12/2021 |
| Bank Of America N.A. | Bellevue | WA | 07/2015 | 06/2020 |
| Bank Of America, N.A. | Bellevue | WA | 08/2020 | 12/2021 |
| Charles Schwab & Co., Inc. | Redmond | WA | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Redmond | WA | 01/2022 | 08/2026 |
| Schwab Wealth Advisory, Inc. | Redmond | WA | 08/2026 | Present |
1) Rental Unit | Investment Related:No|2004 187th Pl SE|Bothell|WA|98012|Snohomish|Real Estate (Non-Agent/Broker)|Landlord|7/1/2025|Less than 20|0|I own a townhouse rental that I rent out., 2) Sash Smileski Landlord | Investment Related:No|4502 216th st sw, Unit A|Mountlake Terrace|WA|98043|Snohomish|Real Estate (Non-Agent/Broker)|Landlord|7/5/2025|Less than 20|0|I own a condo that I will be renting out again.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-18 |
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