Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
Branch Locations
1840 Century Park East Suite 100, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Proper | La Canada | CA | 09/2017 | 01/2018 |
| Sakura | La Cañada Flintridge | CA | 09/2018 | 08/2019 |
| Riley'S Wines Of The World | Madison | WI | 06/2022 | 05/2024 |
| Northwestern Mutual | Middleton | WI | 06/2021 | 09/2021 |
| Clf Asset Management | Madison | WI | 01/2024 | 05/2024 |
| Charles Schwab & Co., Inc. | Los Angeles | CA | 10/2024 | Present |
| Full Time Education | Madison | WI | 09/2019 | 05/2024 |
| Uber | Altadena | CA | 06/2024 | 10/2024 |
| Full Time Education | La Canada | CA | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-30 |
Reach out to this advisor