Best Investors
Account
Sign in
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 | 2022-05-24 |
Branch Locations
7510 Hazard Center Dr. Suite 407, San Diego, CA 92108 • United States
7777 Fay Ave Suite 105, La Jolla, CA 92037-4325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Carlsbad | CA | 06/2021 | Present |
| Charles Schwab Bank, Ssb | Carlsbad | CA | 06/2021 | Present |
| Family First Life | San Diego | CA | 01/2019 | 06/2021 |
| World Financial Group | San Diego | CA | 05/2017 | 06/2021 |
| Beverly Hills Hotel, Leon Smith Parking | Beverly Hills | CA | 04/2008 | 03/2020 |
| Td Ameritrade, Inc. | Carlsbad | CA | 08/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-23 |
Reach out to this advisor