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 | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 09/2020 | 06/2024 |
| Servpro | Highland Village | TX | 06/2020 | 07/2020 |
| Ayro, Inc. | Round Rock | TX | 10/2018 | 12/2019 |
| El Monumento | Georgetown | TX | 07/2018 | 09/2018 |
| Casa Hospitality Corp. | Georgetown | TX | 09/2017 | 11/2017 |
| Cummings Electrical | Fort Worth | TX | 06/2017 | 08/2017 |
| Discount Tire | Fort Worth | TX | 05/2017 | 06/2017 |
| Southwestern University | Georgetown | TX | 08/2016 | 05/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-18 |
Reach out to this advisor