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 | 2021-02-11 |
Branch Locations
1995 University Ave Suite 100, Berkeley, CA 94704-1049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2019 | 01/2021 |
| Wells Fargo Bank, Na | San Francisco | CA | 03/2017 | 01/2021 |
| Charles Schwab & Co., Inc. | Oakland | CA | 01/2021 | Present |
| Charles Schwab Bank, Ssb | Oakland | CA | 01/2021 | Present |
| State Farm | San Francisco | CA | 03/2016 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-27 |
Reach out to this advisor