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 |
|---|---|---|---|
| VA | RA | APPROVED | 2022-01-30 |
Branch Locations
1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • 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 |
|---|---|---|---|---|
| Scottrade, Inc. | Williamsburg | VA | 03/2004 | 09/2018 |
| Td Ameritrade, Inc. | Fairfax | VA | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Williamsburg | VA | 12/2022 | Present |
| Charles Schwab Bank | Williamsburg | VA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-01 |
Reach out to this advisor