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 |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-09 |
| CO | RA | APPROVED | 2020-12-07 |
Branch Locations
621 Hillsborough Street Suite 300, Raleigh, NC 27603 • United States
4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Raleigh | NC | 02/2020 | Present |
| Rbc | Minneapolis | MN | 10/2015 | 03/2018 |
| Parametric Portfolio Associate | Edina | MN | 03/2018 | 04/2019 |
| Unemployed | Colorado Springs | CO | 04/2019 | 02/2020 |
| Charles Schwab Invesment Advisor Inc. | Lone Tree | CO | 02/2020 | 12/2021 |
1) Amway | Investment Related:No|7575 Fulton Corp ST E|Ada|MI|49301|USA|Retail|Amway Independent Business owner|3/7/2020|Varies|0|Onlne sale of of products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-07 |
Reach out to this advisor