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 |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-17 |
| TX | RA | APPROVED | 2023-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Lone Tree | CO | 09/2020 | 10/2021 |
| Longhorn Delivery Llc | Farmer's Branch | TX | 08/2019 | 02/2020 |
| Lonestar Valet | Dallas | TX | 08/2018 | 09/2020 |
| Unemployed | Denton | TX | 05/2017 | 08/2018 |
| Maridoe Golf Course | Carrolton | TX | 03/2017 | 05/2017 |
| Walmart | Highland Village | TX | 01/2017 | 03/2017 |
| Van Heusen | Oklahoma City | OK | 09/2016 | 12/2016 |
| Southwestern Christian University | Bethany | OK | 05/2016 | 09/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2023 | Present |
1) Doordash/Grubhub | Investment Related:No|Other|Driver|9/20/2021|20-40|0|I deliver people/items via rideshare on the Grubhub and Doordash app.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-18 |
Reach out to this advisor