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 |
|---|---|---|---|
| CO | RA | APPROVED | 2020-05-23 |
Branch Locations
Colorado Springs, CO • United States
9800 Schwab Way, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rocky Mountain Sports Officials | Colorado Springs | CO | 01/2005 | Present |
| Usaa Financial Planning Services | Colorado Springs | CO | 07/2013 | 05/2020 |
| Usaa Financial Advisors | Colorado Springs | CO | 07/2013 | 05/2020 |
| Usaa Investment Management Company | Colorado Springs | CO | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Colorado Springs | TX | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-27 |
Reach out to this advisor