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 | 2024-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 10/2020 | 06/2024 |
| Grapevine Colleyville Isd | Grapevine | TX | 03/2020 | 10/2020 |
| Great Wolf Lodge | Grapevine | TX | 06/2019 | 12/2020 |
| Fiesta Village | Colton | CA | 04/2019 | 06/2019 |
| Mountain High Ski Resort | Wrightwood | CA | 02/2019 | 04/2019 |
| Lagardere Travel Retail- Karratha Airport | Karratha | 06/2018 | 12/2018 | |
| Dickson Family | Baynton | 03/2018 | 02/2019 | |
| Mountain High Ski Resort | Wrightwood | CA | 09/2017 | 02/2018 |
| Hume Lake Christian Camps | Hume | CA | 05/2017 | 09/2017 |
| Mountain High Ski Resort | Wrightwood | CA | 11/2016 | 03/2017 |
| Hume Lake Christian Camps | Hume | CA | 06/2016 | 09/2016 |
| Charles Schwab And Co., Inc. | Southlake | TX | 06/2024 | Present |
| Charles Schwab Bank | Fort Worth | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-20 |
Reach out to this advisor