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 | 2025-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jersey Mikes | Newport Beach | CA | 02/2023 | 08/2024 |
| Klear Water Spas | Long Beach | CA | 03/2022 | 10/2022 |
| Unemployed | Long Beach | CA | 07/2020 | 01/2021 |
| Unemployed | Santa Clarita | CA | 08/2014 | 07/2017 |
| Robeks | Long Beach | CA | 01/2021 | 04/2021 |
| Doordash | Long Beach | CA | 04/2021 | 03/2022 |
| Teriyaki Madness | Santa Clarita | CA | 07/2019 | 07/2020 |
| Lowe's Home Improvement | Santa Clarita | CA | 07/2018 | 01/2019 |
| Fidelity Investments | Seal Beach | CA | 08/2024 | 09/2025 |
| Doordash | Long Beach | CA | 10/2022 | 02/2023 |
| Unemployed | Santa Clarita | CA | 02/2018 | 07/2018 |
| Juice It Up! | Valencia | CA | 07/2017 | 02/2018 |
| Unemployed | Santa Clarita | CA | 01/2019 | 07/2019 |
| Charles Schwab & Co, Inc | Torrance | CA | 09/2025 | Present |
| Charles Schwab Bank, Ssb | Torrance | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-02 |
Reach out to this advisor