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 | 2022-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2019 | Present |
| Levi Strauss & Co | Fort Worth | TX | 11/2017 | 01/2019 |
| University Of North Texas | Denton | TX | 08/2015 | 11/2017 |
| University Of North Texas | Denton | TX | 01/2019 | 05/2019 |
| None | Keller | TX | 05/2019 | 08/2019 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-21 |
Reach out to this advisor