Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robinhood Financial, Llc | Lake Mary | FL | 06/2021 | 08/2022 |
| Broadridge Financial Solutions | Newark | NJ | 06/2020 | 08/2020 |
| Fairfield Country Club | Fairfield | CT | 06/2018 | 08/2019 |
| Iona College | New Rochelle | NY | 08/2017 | 05/2021 |
| St Joseph Highschool | Trumbull | CT | 08/2013 | 05/2017 |
| Robinhood Markets, Inc | Lake Mary | FL | 06/2022 | 08/2022 |
| Charles Schwab & Co., Inc. | Lake Mary | FL | 08/2022 | Present |
| Schwab Wealth Advisory. Inc, | Orlando | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-02 |
Reach out to this advisor