Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-03-14 |
Branch Locations
132 Nassau St Floor 1, Princeton, NJ 08542-7006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Princeton | NJ | 08/2009 | 12/2022 |
| Charles Schwab & Co., Inc. | Princeton | NJ | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Princeton | NJ | 11/2023 | Present |
EXECUTIVE CHARTERS OF NJ 980 WINDSOR ROAD PERRINEVILLE, NJ 08535 NON- INVESTMENT RELATED CHARTER BOAT CAPTAIN I AM AN EMPLOYEE OF MY BROTHER'S BUSINESS AS A USCG CAPTAIN. I DEVOTE 0 HOURS DURING TRADING HOURS TO THIS BUSINESS, THIS IS STRICTLY ON WEEKENDS. START DATE WAS 7/29/08 MY DUTIES INCLUDE RUNNING A CHARTER BOAT AS A LICENSED CAPTAIN ON WEEKENDS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-13 |
Reach out to this advisor