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 | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Texas | Denton | TX | 08/2008 | Present |
| Td Ameritrade | Fort Worth | TX | 10/2009 | 06/2024 |
| Charles Schwab & Co. | Southlake | TX | 10/2022 | Present |
Name of Outside Business:Hockey Team Coordinator; Investment Related:No; Address of Outside Business:Southlake, Texas; Nature of Outside Business:Other; Position:Coordinator; Start Date:10/25/2018; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I coordinate a hockey team, collect dues and pay the league in a lump sum. I do not profit from this.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-02 |
Reach out to this advisor