Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
1470 Northbank Parkway Suite 280, Tuscaloosa, AL 35406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Mountain Brook | AL | 11/2009 | Present |
| Charles Schwab Bank, Ssb | Mountain Brook | AL | 07/2013 | Present |
| Morgan Stanley | Tuscaloosa | AL | 04/2026 | Present |
*691602- *2401 Manor Rd #120; Investment related: Yes; Austin, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021 During business hours: 0; After business hours: 2; Property Management *693238- Rental Property; Investment related: Yes; Provincetown, Massachusetts; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 0; Owner *693235- Villa Marea Baja; Investment related: Yes; Mexico Rental; Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 0; Other Owner *691600 - Bungo Biz LLC; Investment related: No; Mountain Brook, Alabama; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2013; During business hours: 0; After business hours: 6; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-30 |
Reach out to this advisor