Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-22 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Port Saint Lucie, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2020 | 07/2022 |
| Unemployed | Warsaw | NC | 03/2020 | 10/2020 |
| James Kenan High School (Duplin County Schools) | Warsaw | NC | 08/2017 | 04/2020 |
| Kay Jewlers | Durham | NC | 11/2016 | 08/2017 |
| Unc Chapel Hill | Chapel Hill | NC | 08/2013 | 12/2016 |
| Charles Schwab & Co., Inc. | Boyton Beach | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-31 |
Reach out to this advisor