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 | 2025-07-18 |
Branch Locations
425 Market Street Floor 17, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fountainhead Wealth | Sacramento | CA | 06/2021 | 09/2021 |
| General Nutrition Centers, Inc | San Luis Obispo | CA | 01/2023 | 06/2023 |
| Iri Consultants | Troy | MI | 06/2023 | 09/2023 |
| Charles Schwab | Phoenix | AZ | 06/2024 | 08/2024 |
| Full Time Education | Sacramento | CA | 08/2017 | 05/2021 |
| Full Time Education | San Luis Obispo | CA | 09/2021 | 03/2025 |
| Unemployed | Sarcamento | CA | 04/2015 | 07/2017 |
| Charles Schwab & Co., Inc. | Oakland | CA | 04/2025 | Present |
| Charles Schwab Bank | San Francisco | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
Reach out to this advisor