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 |
|---|---|---|---|
| NC | RA | APPROVED | 2022-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 05/2020 | 03/2022 |
| University Of Texas At San Antonio | San Antonio | TX | 09/2018 | 05/2019 |
| Wash N' Roll | Cedar Park | TX | 03/2018 | 05/2018 |
| Planet Sub | Cedar Park | TX | 09/2017 | 03/2018 |
| Pdq | Cedar Park | TX | 08/2017 | 09/2017 |
| Clark's Shoes | Asheville | NC | 01/2017 | 06/2017 |
| Asheville Citizen-Times | Asheville | NC | 09/2016 | 11/2016 |
| Unc Asheville | Ashville | NC | 08/2015 | 05/2017 |
| Austin Community College | Cedar Park | TX | 08/2017 | 05/2018 |
| University Of Texas At San Antonio | San Antonio | TX | 08/2018 | 12/2019 |
| Unemployed | Charlotte | NC | 01/2020 | 05/2020 |
| Charles Schwab & Co., Inc. | Charlotte | NC | 03/2022 | Present |
| Charles Schwab Bank, Ssb | Charlotte | NC | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-07 |
Reach out to this advisor