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 | 2020-01-03 |
| FL | RA | APPROVED | 2016-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2016 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 04/2016 | Present |
| Real Estate/Property Management | Powder Spring | GA | 10/2011 | Present |
| United States Air Force | San Antonio | TX | 03/1998 | Present |
Rental property, start date 10/20/2011, Owner, Power Spring GA. prior primary residence is now used as a rental property. Hours per month less than 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-19 |
Reach out to this advisor