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 |
|---|---|---|---|
| LA | RA | APPROVED | 2013-05-20 |
| MS | RA | APPROVED | 2013-05-10 |
Branch Locations
3417 Veterans Memorial Blvd, Metairie, LA 70002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank, Ssb | Metairie | LA | 04/2013 | Present |
| Charles Schwab & Co., Inc. | Metairie | LA | 04/2013 | Present |
1) JOHN FISHER RENTAL PROPERTY; 06/01/2014; KELLER, TEXAS; NOT INVESTMENT RELATED; PROPERTY MANAGER; LESS THAN 20 HOURS PER MONTH; NOT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-06 |
Reach out to this advisor