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 | 2026-01-30 |
Branch Locations
733 Marsh Street Suite 100, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. | San Luis Obispo | CA | 03/2025 | Present |
| Firestone Walker Brewing Company | Paso Robles | CA | 09/2024 | 03/2025 |
| Ifixit | San Luis Obispo | CA | 04/2022 | 09/2024 |
| Full Time Education | San Luis Obispo | CA | 09/2016 | 06/2022 |
| Woodstock's Pizza | San Luis Obispo | CA | 03/2019 | 12/2019 |
| Cal Poly Downtown (Follett Corporation) | San Luis Obispo | CA | 10/2019 | 03/2020 |
| Taqueria 805 | San Luis Obispo | CA | 09/2017 | 11/2020 |
| Charles Schwab Bank | San Luis Obispo | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
Reach out to this advisor