Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-19 |
| AZ | RA | APPROVED | 2025-02-14 |
Branch Locations
3031 West Frye Road Bldg. D, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chandler | AZ | 08/2020 | Present |
| Atrium Hospitality Lp | Tucson | AZ | 08/2019 | 07/2020 |
| Server-Fine Dining.LOews Vent. | Tucson | AZ | 01/2012 | 08/2019 |
| Charles Schwab Bank | Chandler | AZ | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-09 |
Reach out to this advisor