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 | 2026-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Cedar Hill | TX | 11/2015 | 10/2017 |
| Full-Time Education | Cedar Hill | TX | 09/2025 | 11/2025 |
| Jcpenney | Cedar Hill | TX | 11/2017 | 05/2025 |
| Millenium Events Management | Irving | TX | 06/2020 | 06/2020 |
| Baylor University | Waco | TX | 02/2021 | 05/2021 |
| Bradley Lead Group | Westminster | CO | 09/2022 | 11/2022 |
| Walmart | Lubbock | TX | 05/2023 | 01/2024 |
| Texas Trust Credit Union | Arlington | TX | 01/2025 | 06/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2025 | 08/2025 |
| Schwab Wealth Advisory | Westlake | TX | 01/2026 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
Reach out to this advisor