Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Burlington | MA | 04/2021 | Present |
| Nelson Partners Student Housing | Tucson | AZ | 06/2020 | 11/2020 |
| Tumbleweeds Gymnastics | Tucson | AZ | 01/2019 | 05/2019 |
| Waterfall Tennis Academy | Hopkinton | MA | 05/2015 | 05/2018 |
| University Of Arizona | Tucson | AZ | 08/2017 | 12/2020 |
| Zoe's Pizza | Mashpee | MA | 06/2019 | 08/2019 |
| Hopkinton Public Schools | Hopkinton | MA | 08/2005 | 05/2017 |
| Unemployed | Mashpee | MA | 12/2020 | 04/2021 |
| Charles Schwab Bank, Ssb | Burlington | MA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-22 |
Reach out to this advisor