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 | 2022-10-04 |
Branch Locations
200 S. 108 Ave, Omaha, NE 68154 • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Ft. Worth | TX | 02/2010 | 02/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2023 | Present |
Claire Ellen Enterprise LLC|Investment Related:No|Real Estate (Non-Agent/Broker)|President|2021-05-25|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.000000|Make decisions regarding the acquisition, holding and disposition of real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-05 |
Reach out to this advisor