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 | 2018-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | San Francisco | CA | 09/2014 | 02/2018 |
| Td Ameritrade, Inc. | Omaha | NE | 02/2018 | 03/2018 |
| Charles Schwab & Co., Inc. | Oakland | CA | 05/2018 | Present |
| Charles Schwab Bank | Oakland | CA | 05/2018 | Present |
Rendezvous North Beach; San Francisco, California; Not Investment Related; Owner; His wife is starting a business and his name is on the LLC; Less than 20 hours per month; not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-09 |
Reach out to this advisor