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 | 2023-11-06 |
| CO | RA | APPROVED | 2022-12-16 |
Branch Locations
12481 High Bluff Drive Suite 100, San Diego, CA 92130-3583 • United States
3570 Carmel Mountain Road Suite 120, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Diego | CA | 09/2022 | Present |
| Charles Schwab Bank, Ssb | San Diego | CA | 09/2022 | Present |
| Vidsig | Alamo | CA | 05/2020 | 06/2020 |
| Purdue University - West Lafayette | West Lafayette | IN | 07/2018 | 05/2022 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2021 | 08/2021 |
| 925 Junk | Alamo | CA | 05/2017 | 05/2020 |
| Student | Danville | CA | 04/2014 | 05/2018 |
| Unemployed | Alamo | CA | 05/2022 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
Reach out to this advisor