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 | 2026-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2021 | 09/2022 |
| Sam's Club | Sanford | FL | 04/2019 | 08/2019 |
| Napa Auto Parts | Sanford | FL | 04/2018 | 06/2018 |
| N/A | Lake Mary | FL | 05/2012 | 04/2018 |
| N/A | Gainesville | FL | 06/2018 | 04/2019 |
| N/A | Lake Mary | FL | 08/2019 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 09/2022 | 02/2023 |
| Bank Of America, N.A. | Winter Park | FL | 09/2022 | 02/2023 |
| Avantax Investment Services, Inc. | Lake Mary | FL | 03/2023 | 09/2025 |
| Avantax Planning Partners | Lake Mary | FL | 03/2023 | 04/2026 |
| Cetera Investment Services Llc | Saint Cloud | IL | 08/2024 | 04/2026 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | 04/2026 |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | 04/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | 04/2026 |
| Cetera Investment Advisers, Llc | Shaumburg | IL | 01/2026 | 04/2026 |
| Creative Planning, Llc | Overland Park | KS | 04/2026 | 07/2026 |
| Schwab Wealth Advisory, Inc | Orlando | FL | 08/2026 | Present |
| Charles Schwab & Co, Inc | Orlando | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
Reach out to this advisor