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 | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 10/2020 | 12/2022 |
| Colonial Logistics | Fort Worth | TX | 04/2020 | 10/2020 |
| Massmutual Dallas-Fort Worth | Dallas | TX | 01/2020 | 02/2020 |
| Outback Steakhouse | San Marcos | TX | 08/2018 | 12/2019 |
| Academy Sports + Outdoors | San Marcos | TX | 07/2018 | 08/2018 |
| Texas State University | San Marcos | TX | 02/2018 | 07/2018 |
| Banana Republic | Austin | TX | 06/2017 | 02/2018 |
| Texas State University | San Marcos | TX | 10/2016 | 06/2017 |
| Pf Changs | Austin | TX | 01/2016 | 10/2016 |
| Charles Schwab And Co., Inc. | Westlake | TX | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-09 |
Reach out to this advisor