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 | 2024-04-25 |
Branch Locations
200 N Loraine St. Suite 110, Midland, TX 79701-9922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, Na | Naples | FL | 08/2020 | 05/2022 |
| J.P. Morgan Securities Llc | Naples | FL | 08/2008 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 05/2022 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 04/2022 | 05/2022 |
| Charles Schwab Bank Ssb | Midland | TX | 04/2024 | Present |
| Charles Schwab & Co., Inc | Midland | TX | 04/2024 | Present |
| Unemployed | Naples | FL | 12/2021 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-03 |
Reach out to this advisor