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 | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Wealth Advisory, Inc. | Westlake | TX | 05/2026 | Present |
| Charles Schwab & Co., Inc. | Carrollton | TX | 08/2019 | Present |
| Wholefoods Market | Highland Village | TX | 11/2013 | 07/2019 |
1) Better Insights Plus | Investment Related:No|Other|Numerologist|5/1/2019|Less than 20|2|I study a person's name and date of birth to determine certain personality characteristics that are inherent to them. I teach others the lessons they are meant to learn and help to pinpoint any blind-spots that are holding them back from becoming their best selves., 2) Multipure | Investment Related:No|Food/Beverage Production|Sales Rep|4/30/2024|Less than 20|1|I promote Multipure products which are water filtration products that are purchased online. , 3) Enagic | Investment Related:No|Food/Beverage Production|Sales Rep|4/30/2024|Less than 20|1|I sell kangen water machines. They are water ionizer machines for home use.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-15 |
Reach out to this advisor