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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-08 |
| CA | RA | APPROVED | 2022-08-04 |
Branch Locations
20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Scottsdale | AZ | 01/2021 | Present |
| R&V Management | San Diego | CA | 03/2017 | 07/2017 |
| Grand Pacific Resorts | Carlsbad | CA | 08/2016 | 02/2017 |
| Grand Canyon University | Phoenix | AZ | 08/2017 | 12/2020 |
| Charles Schwab Bank Ssb | Scottsdale | AZ | 01/2023 | Present |
1) Business Transition Summit Arizona | Investment Related:No|Education|Advisory Board Member|10/30/2025|Less than 20|1|My role is to give ideas and feedback to help foster a successful education event. I speak on a panel in front of business owners about financial planning based on my CFP designation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-09 |
Reach out to this advisor