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_RES | 2026-01-05 |
| FL | RA | APPROVED | 2022-02-08 |
Branch Locations
375 Fifth Ave South Suite 101, Naples, FL 34102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Westminster | CO | 01/2015 | 02/2018 |
| Td Ameritrade, Inc. | St Louis | MO | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | St Louis | MO | 12/2022 | Present |
| Charles Schwab Bank | St Louis | MO | 11/2023 | Present |
1) Jays Farm LLC | Investment Related:No|10045 Heather Ln 202 |Naples|Florida|34119|USA|Other|Member|2/19/2021|Less than 20|0.000000|No responsibilities other than completing taxes and operating reports.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-27 |
Reach out to this advisor