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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-17 |
Branch Locations
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Boulder | CO | 06/2025 | 10/2025 |
| Cal Poly Associated Students, Inc. | San Luis Obispo | CA | 11/2023 | 06/2025 |
| Sesloc Credit Union | San Luis Obispo | CA | 06/2024 | 08/2024 |
| Wilderness Adventures | Jackson | WY | 06/2023 | 08/2023 |
| Full Cycle & Colorado Multisport | Boulder | CO | 04/2020 | 08/2022 |
| Full Time Education | Boulder | CO | 08/2015 | 06/2017 |
| Full Time Education | Boulder | CO | 08/2017 | 05/2021 |
| Full Time Education | San Luis Obispo | CA | 09/2021 | 06/2025 |
| Charles Schwab & Co., Inc. | San Mateo | CA | 10/2025 | Present |
| Unemployed | Boulder | CO | 07/2017 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
Reach out to this advisor