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_RES | 2025-11-05 |
| AZ | RA | APPROVED | 2025-10-17 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
2423 E Lincoln Dr, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2018 | Present |
| West Usa Realty | Phoenix | AZ | 03/2013 | 08/2018 |
| Royal Truck Body | Mesa | AZ | 11/2017 | 07/2018 |
| The Home Depot | Mesa | AZ | 07/2017 | 11/2017 |
| Origami Owl Llc | Chandler | AZ | 04/2013 | 07/2017 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 10/2025 | Present |
(1) DBM Vending Services LLC | not investment related | Mesa, Arizona | start date 07/04/2017 | owner/operator | service, stock and maintain vending machines for local business | less than 20 hours per month | none during securities trading hours; (2) Lucky Star Homes LLC | not investment related | Mesa, Arizona | start date 03/21/2014 | owner, real estate/property management | less than 20 hours per month | none during securities trading hours; (3) Home Recoveries LLC | not investment related | Mesa, Arizona | start date 03/21/2014 | partner, owner, operator, real estate/property management | less than 20 hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
Reach out to this advisor