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 | 2025-12-22 |
Branch Locations
1231 S. California Blvd, Walnut Creek, CA 94596-5122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2022 | 03/2023 |
| Inspired Healthcare Capital | Scottsdale | AZ | 05/2021 | 07/2021 |
| Dhl | Livermore | CA | 05/2020 | 06/2020 |
| Arizona State University | Tempe | AZ | 08/2021 | 05/2022 |
| American Media | Pleasanton | CA | 06/2019 | 07/2019 |
| Ike'S Love And Sandwiches | Dublin | CA | 02/2018 | 01/2020 |
| City Of San Ramon | San Ramon | CA | 05/2016 | 11/2016 |
| Dougherty Valley High School | San Ramon | CA | 08/2014 | 06/2018 |
| Charles Schwab & Co. Inc | Walnut Creek | CA | 07/2023 | Present |
| Charles Schwab Bank Ssb | Walnut Creek | CA | 07/2023 | Present |
| Unemployed | San Ramon | CA | 05/2020 | 04/2021 |
| Unemployed | San Ramon | CA | 03/2023 | 06/2023 |
| Unemployed | San Ramon | CA | 05/2022 | 09/2022 |
| Unemployed | San Ramon | CA | 07/2021 | 09/2021 |
| Unemployed | San Ramon | CA | 07/2019 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
Reach out to this advisor