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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 08/2021 | 05/2022 |
| Stay At Home Mom | Fort Worth | TX | 08/2020 | 08/2021 |
| Lockton Dunning Benefits | Fort Worth | TX | 08/2018 | 08/2020 |
| Conduent Business Services | Plano | TX | 09/2014 | 06/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2022 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-11 |
Reach out to this advisor