Best Investors
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Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-30 |
Branch Locations
27201 Puerta Real Suite 100, Mission Viejo, CA 92691-8570 • United States
2 Ritz Carlton Dr Suite 203, Dana Point, CA 92629 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penrose Taphouse | Fort Collins | CO | 06/2020 | 05/2021 |
| Mckinner's | Littleton | CO | 12/2015 | 12/2016 |
| Hacienda Colorado | Littleton | CO | 03/2017 | 06/2017 |
| Nick's Italian | Fort Collins | CO | 02/2018 | 04/2020 |
| Charles Schwab & Co., Inc. | Dana Point | CA | 06/2021 | Present |
| Colorado State University | Fort Collins | CO | 08/2017 | 05/2021 |
| Bad Daddy's Burger Bar | Littleton | CO | 05/2018 | 08/2018 |
| Charles Schwab Bank, Ssb | Dana Point | CA | 08/2022 | Present |
1) MTR Investments, LLC | Investment Related:No|1483 East Fair Place|Centennial |CO |80121|USA |Real Estate (Non-Agent/Broker)|N/A|7/1/2013|Less than 20|0|I am a 7.271% owner with no active participation or responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
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