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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-29 |
Branch Locations
3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intouch Credit Union | Plano | TX | 10/2020 | 03/2021 |
| Coca Cola Southwest Beverages | Dallas | TX | 06/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Plano | TX | 04/2021 | Present |
| Texas State | San Marcos | TX | 08/2016 | 06/2018 |
| Texas State | San Marcos | TX | 05/2020 | 10/2020 |
| Charles Schwab Bank, Ssb | Plano | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
Reach out to this advisor