Best Investors
Account
Sign in
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
1410 N. Westshore Blvd., Suite 410, Tampa, FL 33607 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Seminole | FL | 06/2016 | 12/2025 |
| Charles Schwab Bank, Ssb | Seminole | FL | 05/2022 | 12/2025 |
| Sequoia Financial Group | Akron | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-05 |
Reach out to this advisor