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 | 2022-08-13 |
Branch Locations
1111 W 6Th St. Suite 120, Austin, TX 78703 • United States
11601 Alterra Pkwy Suite 150, Austin, TX 78758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 05/2020 | 08/2021 |
| Texas Health And Human Services | Austin | TX | 05/2019 | 12/2019 |
| Brent Allen State Farm Insurance | Austin | TX | 07/2018 | 02/2019 |
| Brent Allen State Farm Insurance | Austin | TX | 05/2017 | 08/2017 |
| Target Corporation | Georgetown | TX | 03/2019 | 04/2019 |
| Pepperdine University | Malibu | CA | 05/2014 | 08/2018 |
| Unemployed | Austin | TX | 01/2020 | 05/2020 |
| Etoro Usa Llc | Hoboken | NJ | 08/2021 | 11/2021 |
| Charles Schwab & Co., Inc. | Austin | TX | 12/2021 | Present |
| Charles Schwab Bank, Ssb | Austin | TX | 12/2021 | Present |
| Td Ameritrade, Inc. | Austin | TX | 12/2022 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Austin | TX | 12/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-19 |
Reach out to this advisor