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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-01 |
Branch Locations
1890 N. Campus Avenue, Upland, CA 91784-1650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc | Riverside | CA | 08/2018 | 09/2021 |
| Bbva Usa | Birmingham | AL | 03/2017 | 09/2021 |
| U.S Bank | Corona | CA | 05/2015 | 03/2017 |
| Bbva Insurance Agency Inc. | Austin | TX | 03/2018 | 09/2021 |
| Mufg Union Bank | San Bernardino | CA | 10/2021 | 11/2022 |
| Unionbanc Investment Services | San Bernardino | CA | 10/2021 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Moreno Valley | CA | 10/2022 | 07/2023 |
| Bank Of America, N.A. | Moreno Valley | CA | 10/2022 | 07/2023 |
| Full Time Education | Riverside | CA | 08/2012 | 01/2017 |
| Morgan Stanley | Irvine | CA | 08/2023 | 09/2024 |
| Charles Schwab & Co, Inc | Upland | CA | 10/2024 | Present |
| Charles Schwab Bank, Ssb | Upland | CA | 10/2024 | Present |
| Charles Schwab Premier Bank, Ssb | Upland | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-06 |
Reach out to this advisor