Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 04/2021 | 06/2024 |
| Enterprise Holdings | Irving | TX | 02/2019 | 04/2021 |
| Texas A&M University | College Station | TX | 12/2017 | 12/2018 |
| Tarrant County College | Ft Worth | TX | 08/2014 | 12/2016 |
| Frescos | Burleson | TX | 05/2012 | 12/2017 |
| Charles Schwab And Co., Inc. | Westlake | TX | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-27 |
Reach out to this advisor