Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 10/2020 | 02/2023 |
| Isi Environmental Inc. | Wichita | KS | 10/2009 | 10/2020 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-08 |
Reach out to this advisor