Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-11-08 |
| CA | RA | APPROVED | 2022-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Sherman Oaks | CA | 11/2020 | 11/2021 |
| California State University Long Beach | Long Beach | CA | 08/2016 | 06/2020 |
| Insultherm International Inc | Commerce | CA | 08/2016 | 10/2016 |
| Honda | Torrance | CA | 08/2017 | 10/2017 |
| Long Beach Unified School District | Lakewood | CA | 03/2018 | 06/2019 |
| Newport Dental Laboratories Llc | Newport Beach | CA | 11/2016 | 11/2017 |
| Newport Dental Laboratories Llc | Newport Beach | CA | 06/2019 | 09/2020 |
| N/A | N/A | CA | 09/2020 | 11/2020 |
| The Prudential Insurance Company Of America | Sherman Oaks | CA | 04/2021 | 11/2021 |
| Charles Schwab & Co., Inc. | Franklin | TN | 12/2021 | Present |
| Charles Schwab Bank, Ssb | Franklin | TN | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-03 |
Reach out to this advisor