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 | 2023-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 02/2021 | Present |
| Academies Of Math & Science | Peoria | AZ | 07/2019 | 02/2021 |
| Npc International, Inc. | Bolivar | MO | 10/2017 | 04/2019 |
| Southwest Baptist University | Bolivar | MO | 08/2015 | 07/2017 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-24 |
Reach out to this advisor