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 | 2023-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Mountain View | CA | 04/2019 | 10/2020 |
| Synapse Technology Corporation | Palo Alto | CA | 11/2018 | 03/2019 |
| Yelp Inc. | San Francisco | CA | 10/2018 | 11/2018 |
| Target | Mountain View | CA | 12/2016 | 01/2017 |
| Svacademy | San Francisco | CA | 01/2018 | 05/2018 |
| Talend | San Francisco | CA | 01/2018 | 05/2018 |
| Unemployed | Merced | CA | 09/2016 | 11/2016 |
| Unemployed | Merced | CA | 02/2017 | 12/2017 |
| Unemployed | Mountain View | CA | 07/2018 | 09/2018 |
| Unemployed | Merced | CA | 06/2018 | 06/2018 |
| Jp Morgan Securities Llc | Mountain View | CA | 04/2019 | 10/2020 |
| Charles Schwab & Co., Inc. | Campbell | CA | 10/2020 | Present |
| Charles Schwab Bank, Ssb | Campbell | CA | 10/2020 | Present |
| Td Ameritrade, Inc. | Campbell | CA | 01/2023 | 06/2024 |
| Td Ameritrade Investment Management, Llc. | Campbell | CA | 01/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-24 |
Reach out to this advisor