Best Investors
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Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-21 |
Branch Locations
1900 Northern Blvd Suite E, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Village Of East Hills | East Hills | NY | 04/2015 | Present |
| The Burton Awards | New York | NY | 08/2019 | 11/2020 |
| Captrust | Lake Success | NY | 11/2020 | 01/2023 |
| Charles Schwab & Co., Inc. | Manhasset | NY | 04/2023 | Present |
| Charles Schwab Bank | Manhasset | NY | 07/2025 | Present |
1) Old Westbury Hebrew Congregation | Investment Related:No|21 Old Westbury Road|Old Westbury|New York|11568|United States|Other|Trustee|6/1/2016|Less than 20|0|Review and participate in decisions regarding organization's function, 2) Incorporated Village of East Hills | Investment Related:No|209 Harbor Hill Road|Roslyn|New York|11576|United States|Government|Trustee|4/1/2015|Less than 20|0|Legislation and resident issues, 3) Future Strategies | Investment Related:No|Other|Sales Consultant|2/1/2023|Less than 20|0|Sales of beauty products, 4) Future Strategies | Investment Related:No|Other|Coordinator|1/4/2021|Less than 20|0|As the Coordinator, I organize events (in person and virtually) for a network of local women professionals, to network/develop business relationships., 5) Roslyn Chamber of Commerce | Investment Related:Yes|PO Box 35|Roslyn|NY|11576|USA|Public Relations|Member|10/17/2025|Less than 20|0|participate in meetings to foster community and network with local businesses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-21 |
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