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 | 2025-04-26 |
Branch Locations
650 S Westlake Boulevard, Thousand Oaks, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Thousand Oaks | CA | 09/2015 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Thousand Oaks | CA | 01/2016 | 12/2022 |
| Charles Schwab & Co., Inc. | Thousand Oaks | CA | 01/2022 | 02/2023 |
| Charles Schwab Bank, Ssb | Thousand Oaks | CA | 07/2022 | 02/2023 |
| Charles Schwab And Co., Inc. | Thousand Oaks | CA | 12/2022 | 02/2023 |
| Fidelity Investments | Thousand Oaks | CA | 02/2023 | 03/2025 |
| Strategic Advisers Llc | Thousand Oaks | CA | 03/2025 | 03/2025 |
| Charles Schwab & Co., Inc. | Thousand Oaks | CA | 04/2025 | Present |
| Charles Schwab Bank | Thousand Oaks | CA | 07/2022 | Present |
1) Schilder Youth Volleyball Academy | Investment Related:No|Nonprofit Charitable Organizations|Director, Head Coach|7/15/2026|Less than 20|0|Coaching the elementary aged youth of Simi Valley in Volleyball, providing free physical education to Elementary aged children and teaching them the sport of volleyball.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-03 |
Reach out to this advisor