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 | 2022-01-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Austin | TX | 06/2020 | 12/2022 |
| Chartwells H.E. Division | Nashville | TN | 07/2019 | 06/2020 |
| Trevecca University - 1901 Coffee | Nashville | TN | 07/2017 | 07/2019 |
| Unemployed | Denton | TX | 05/2017 | 07/2017 |
| Trevecc University - 1901 Coffee | Nashville | TN | 08/2016 | 05/2017 |
| Brentwood Academy | Nashville | TN | 08/2016 | 05/2017 |
| Trevecca Community Church | Nashville | TN | 08/2015 | 08/2017 |
| Td Ameritrade Investment Management, Llc | Austin | TX | 09/2020 | 12/2022 |
| Charles Schwab & Co., Inc. | Austin | TX | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Austin | TX | 07/2022 | Present |
| Charles Schwab And Co., Inc. | Austin | TX | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-01 |
Reach out to this advisor