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 | 2023-06-14 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2021 | Present |
| University Of Central Florida | Orlando | FL | 08/2019 | 04/2021 |
| Shanghai Disney Resort | Shanghai | 06/2018 | 12/2018 | |
| Shanghai Disney Resort | Shanghai | 01/2018 | 06/2018 | |
| Walt Disney World | Orlando | FL | 06/2016 | 01/2017 |
| East China Normal University | Shanghai | 09/2014 | 06/2018 | |
| University Of Central Florida | Orlando | FL | 08/2019 | 04/2021 |
| Intop Realty Llc | Orlando | FL | 06/2020 | 04/2021 |
| Unemployed | Orlando | FL | 01/2019 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-30 |
Reach out to this advisor