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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-17 |
Branch Locations
3000 Schwab Ln, Southlake, TX 76092-4805 • 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 |
|---|---|---|---|---|
| M Holdings Securities | Portalnd | OR | 12/2015 | 06/2017 |
| M Holding Securities, Inc. | Portland | OR | 07/2017 | 07/2018 |
| Charles Schwab & Co., Inc | Westlake | TX | 07/2018 | 01/2024 |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2019 | 01/2024 |
| Charles Schwab Premiere Bank | Westlake | TX | 11/2020 | 01/2024 |
| Charles Schwab Trust Bank | Westlake | TX | 11/2020 | 01/2024 |
| Morgan Stanley | Purchase | NY | 01/2024 | 06/2024 |
| Charles Schwab & Co., Inc | Southlake | TX | 07/2024 | Present |
| Charles Schwab Bank, Ssb | Southlake | TX | 07/2024 | Present |
| Charles Schwab Trust Bank | Southlake | TX | 07/2024 | Present |
| Charles Schwab Premiere Bank | Southlake | TX | 07/2024 | Present |
1) Casa Christensen, LLC | Investment Related:No|Architectural/Design Services|Consultant|1/5/2026|Less than 20|0|This would be a consulting role for my wife's small interior design business where I will focus on on simple accounting and finance tasks. It would involve tasks including cash flow forecasting, budgeting, assisting in making estimated income tax payments, and helping allocate the business' checking and savings accounts to ensure ability to cover bill payments. The business only has a savings, checking, and money market account at a local credit union, and has no brokerage account, no investment securities and no plans to transact in any in the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-17 |
Reach out to this advisor