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 | 2017-06-08 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 12/1994 | Present |
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 03/2015 | 03/2017 |
| Charles Schwab Bank, Ssb | Orlando | FL | 03/2017 | Present |
| Charles Schwab Premiere Bank | Orlando | FL | 11/2021 | Present |
| Charles Schwab Trust Bank | Orlando | FL | 11/2021 | Present |
1) Novakia Beauty and Fashion Consultants|Investment Related: No|Cosmetology|Cosmetologist|4/16/2016|Less than 20 hour/month - 0 during trading hours|Hair and Make up for events such as weddings, anniversary, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-02 |
Reach out to this advisor