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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2014 | 04/2018 |
| Bank Of America, N.A. | Chandler | AZ | 05/2014 | 04/2018 |
| Bank Of The West | Tempe | AZ | 04/2018 | 06/2023 |
| Bancwest Investment Services, Inc. | Tempe | AZ | 04/2018 | 06/2023 |
| Bmo Direct Invest Inc. | Phoenix | AZ | 08/2023 | 10/2024 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 06/2025 | Present |
| Unemployed | Phoenix | AZ | 11/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-21 |
Reach out to this advisor