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 | 2026-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 09/2018 | 08/2019 |
| Wells Fargo Bank | Columbia | SC | 06/2017 | 08/2018 |
| Full Time Education | Columbia | SC | 08/2013 | 05/2017 |
| Fidelity Investments | Westlake | TX | 03/2021 | 05/2026 |
| Full Time Education | Kent | 09/2016 | 12/2016 | |
| Full Time Education | London | 09/2019 | 12/2020 | |
| Charles Schwab & Co., Inc | Westlake | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-20 |
Reach out to this advisor