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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevated Capital Advisors, Llc | Sandy | UT | 08/2021 | 04/2022 |
| Spectra Financial | Fort Worth | TX | 07/2021 | 04/2022 |
| T&W Consulting | Fort Worth | TX | 10/2020 | 04/2022 |
| Marcello's Pizza | York | PA | 01/2019 | 07/2020 |
| Altus Capital, Llc | Bedford | TX | 03/2019 | 12/2019 |
| Sheetz, Inc. | York | PA | 05/2018 | 01/2019 |
| Minor | York | PA | 08/2011 | 05/2018 |
| Fidelity Investments | Westlake | TX | 05/2022 | 12/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 12/2025 |
| Charles Schwab & Co, Inc | Millburn | NJ | 12/2025 | Present |
| Charles Schwab Bank, Ssb | Millburn | NJ | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-18 |
Reach out to this advisor