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 |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-09 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Aliso Viejo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Company, Inc | Westlake | TX | 03/2016 | 09/2018 |
| Charles Schwab & Co., Inc. | Aliso Viejo | CA | 10/2018 | Present |
| Td Ameritrade, Inc. | Aliso Viejo | CA | 07/2021 | 12/2023 |
1) Adelizi Adventures, LLC|Investment Related: No|Travel/Transportation/Tourism|Co-Owner |1/23/2024|Less than 20 hour/month - 0 during trading hours|Travel advising business where we help individuals/families with booking their travel which includes hotels, transportation, and activities. Commissions are paid by the hotel.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-20 |
Reach out to this advisor