Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2018-10-29 |
Branch Locations
19266 Coastal Hwy Unit 5, Rehoboth Beach, DE 19971 • United States
150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors | Denver | CO | 08/2013 | 09/2018 |
| Cfs, Inc | Salisbury | MD | 07/2016 | 09/2018 |
| Charles Schwab & Co., Inc. | Rehoboth Beach | DE | 09/2018 | Present |
1) Brown Estates, LLC|Investment Related: No|28432 Justice Lane, Millsboro, DE, 19966, USA|Real Estate (Non-Agent/Broker)|Owner / Operator|1/1/2007|Less than 20 hour/month - 0 during trading hours|Owner / Operator of (2) Annual 1 bedroom Condo Rentals 2) Already Amazing Charitable Corporation|Investment Related:No|500 Loockerman ST, Ste 105;Dover;DE;19904;USA|Nonprofit Charitable Organizations|Treasurer|2025-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Overseeing Balance Sheet / Profit Loss Statements / Financial Records as a checks a balance. Working with Board to make sure mission of charity is seen through / NOT handling or dealing with money. This is a volunteer, non-paid role for a 501.c.3 charitable organization who serves the state of Delaware. The Mission of AACC is to provide direct support to income restricted individuals, seniors and veterans in Delaware and work to expand entry level health care providers through a prep-course and scholarship program. There will be four board meetings a year, which will include an annual meeting in December.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
Reach out to this advisor