Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-29 |
Branch Locations
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prairie Lane Pool | Omaha | NE | 05/2017 | 09/2018 |
| Rockbrook Pool | Omaha | NE | 05/2018 | 08/2021 |
| Mahogany Prime Steakhouse | Omaha | NE | 10/2018 | 08/2019 |
| Hiro 88 | Lincoln | NE | 05/2022 | 01/2023 |
| Barry's The Nebraska Bar | Lincoln | NE | 05/2022 | 08/2022 |
| Longwells | Lincoln | NE | 08/2022 | 02/2023 |
| Unemployed | Omaha | NE | 01/2016 | 05/2017 |
| Mckinney's Irish Pub | Lincoln | NE | 02/2023 | 05/2024 |
| Hudl | Lincoln | NE | 06/2024 | 01/2025 |
| Charles Schwab & Co., Inc. | Omaha | NE | 01/2025 | 04/2025 |
| Charles Schwab & Co., Inc. | Edina | MN | 06/2025 | Present |
| Unemployed | Omaha | NE | 08/2021 | 05/2022 |
| Charles Schwab Bank, Ssb | Edina | MN | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-29 |
Reach out to this advisor