Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 11/2020 | Present |
| Unemployed | Noblesville | IN | 05/2020 | 11/2020 |
| Ball State University | Muncie | IN | 08/2017 | 05/2020 |
| Target | Muncie | IN | 10/2019 | 02/2020 |
| Ivy Tech Community College | Muncie | IN | 08/2016 | 07/2017 |
| Schwab Wealth Advisory, Inc. | Indianapolis | IN | 02/2024 | Present |
1) Pokagon Band of Potawatomi | Investment Related:No|58620 Sink Road|Dowagiac|MI|49407|USA|Other|Tribal Member|12/1/2008|Less than 20|0|None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-23 |
Reach out to this advisor