Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-11-08 |
Branch Locations
1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Tyson's Corner | VI | 05/2021 | Present |
| Charles Schwab Bank, Ssb | Tyson's Corner | VA | 05/2021 | Present |
| Berkshire Hathaway Carolinas Realty | Charlotte | NC | 05/2019 | 04/2021 |
| American Logistics Company | Tukwila | WA | 09/2017 | 04/2019 |
| Liberty University | Lynchburg | VA | 08/2014 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
Reach out to this advisor