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 |
|---|---|---|---|
| CO | RA | APPROVED | 2018-04-03 |
Branch Locations
100 Matsonford Rd. Suite 301, Radnor, PA 19087 • United States
Parker, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimerfunds Distributor, Inc. | Centennial | CO | 08/2016 | 03/2018 |
| Charles Schwab & Co., Inc. | Parker | CO | 03/2018 | Present |
| Charles Schwab Bank | Lone Tree | CO | 03/2018 | 09/2018 |
| Charles Schwab Investment Advisory, Inc. | Lone Tree | CO | 01/2020 | 12/2021 |
| Charles Schwab Trust Bank | Parker | CO | 12/2021 | Present |
1) Aces Swim Team | Investment Related:No|Nonprofit Charitable Organizations|Board Member|7/20/2026|Less than 20|0|Assist in the strategic direction and decisions of the organization with the overall goal to build a competitive pool in Douglas co. Colorado.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-14 |
Reach out to this advisor