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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Charlotte | NC | 05/2025 | 09/2025 |
| Unemployed | Lake Orion | MI | 09/2015 | 08/2017 |
| Full Time Education | Lake Orion | MI | 09/2017 | 07/2021 |
| Full Time Education | East Lansing | MI | 08/2021 | 12/2024 |
| Johnny Black's Public House | Orion Township | MI | 05/2019 | 04/2020 |
| Firehouse Subs | Lake Orion | MI | 07/2020 | 02/2021 |
| Sagebrush Cantina | Lake Orion | MI | 02/2021 | 08/2021 |
| The Home Depot | Lake Orion | MI | 04/2022 | 08/2022 |
| Galaxy Custom Construction | Lake Orion | MI | 04/2023 | 09/2023 |
| United Wholesale Mortgage | Pontiac | MI | 05/2024 | 08/2024 |
| X-Tax | Lansing | MI | 11/2024 | 04/2025 |
| Equitable Advisors, Llc | Charlotte | NC | 09/2025 | 05/2026 |
| Charles Schwab & Co., Inc. | Novi | MI | 06/2026 | Present |
| Charles Schwab Bank | Novi | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
Reach out to this advisor