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 | 2025-11-25 |
Branch Locations
19499 Stevens Creek Blvd Suite 100, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardant Health | Redwood City | CA | 12/2022 | 08/2024 |
| Charles Schwab | Cupertino | CA | 09/2024 | Present |
| Cvs Pharmacy | San Mateo | CA | 03/2020 | 09/2021 |
| Cvs Pharmacy | Stockton | CA | 09/2021 | 09/2022 |
| Gin Mon Restaurant | Belmont | CA | 08/2017 | 08/2018 |
| Kaiser Permanente | Redwood City | CA | 06/2017 | 08/2017 |
| Northern Peninsula Mandarin School | San Mateo | CA | 08/2017 | 06/2018 |
| Full Time Education | Belmont | CA | 05/2015 | 06/2017 |
| Full Time Education | Stockton | CA | 08/2018 | 03/2020 |
| Unemployed | Unemployed | CA | 09/2022 | 12/2022 |
| Charles Schwab Bank | Cupertino | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
Reach out to this advisor