Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-05 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 12/2010 | 12/2016 |
| Charles Schwab Bank | Phoenix | AZ | 01/2011 | 12/2016 |
| Wells Fargo Bank, N.A | Gilbert | AZ | 01/2017 | 12/2021 |
| Hilltop Holdings | Mesa | AZ | 01/2022 | 11/2022 |
| Unemployed | None | AZ | 11/2022 | 03/2023 |
| First Citizens Bank | Phoenix | AZ | 03/2023 | 03/2024 |
| First Citizens Investor Services | Raleigh | NC | 03/2023 | 03/2024 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 03/2024 | Present |
| Charles Schwab Bank Ssb | Phoenix | AZ | 03/2024 | Present |
1) JVWP LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|General Managing Member|4/13/2021|Less than 20|0|I am a 50% owner/member of this LLC with my sibling. The LLC owns a rental property that we inherited from our parents. The rental property is managed by a property manager. 1 hour monthly/0 during trading hours, I pay the bills for the property and manage all correspondence from the property manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-30 |
Reach out to this advisor