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 | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Encino | CA | 02/2019 | 02/2023 |
| Bloomingdales | Century City | CA | 08/2018 | 02/2019 |
| Boston University | Boston | MA | 05/2018 | 02/2019 |
| Triple C Mortgage | Santa Paula | CA | 01/2017 | 11/2018 |
| Vista Cove Care Center Of Santa Paula | Santa Paula | CA | 09/2016 | 04/2018 |
| Mercury Insurance Company | Camarillo | CA | 09/2016 | 08/2017 |
| Employer Concepts Insurance Services | Irvine | CA | 08/2012 | 09/2016 |
| Mml Investors Services, Llc | Arcadia | CA | 03/2023 | 05/2023 |
| Massmutual Life Insurance Company | Arcadia | CA | 01/2023 | 05/2023 |
| Guardian Life Insurance Company | Austin | TX | 05/2023 | 06/2025 |
| Park Avenue Securities | Austin | TX | 05/2023 | 06/2025 |
| Guardian Life Insurance Company | Jurupa Valle | CA | 06/2024 | 06/2025 |
| Park Avenue Securities | Jurupa Valle | CA | 06/2024 | 06/2025 |
| Charles Schwab & Co, Inc | Irvine | CA | 07/2025 | Present |
| Schwab Wealth Advisory Inc. | Irvine | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-06 |
Reach out to this advisor