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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-15 |
| TX | RA | APPROVED_RES | 2021-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Guardian Llc | Winter Park | FL | 03/2011 | 06/2017 |
| Capital Guardian Wealth Management Llc | Winter Park | FL | 03/2011 | 06/2017 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 06/2017 | 06/2018 |
| Edward Jones | St.LOuis | MO | 06/2018 | 10/2021 |
| Charles Schwab & Co., Inc. | Orlando | FL | 10/2021 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-22 |
Reach out to this advisor