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 | 2022-01-04 |
| AZ | RA | APPROVED | 2019-09-27 |
Branch Locations
2423 E Lincoln Drive, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 09/2014 | Present |
| Costco | Phoenix | AZ | 08/2005 | 09/2020 |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 09/2019 | Present |
1) No Name at this time | Investment Related:No|Real Estate (Non-Agent/Broker)|none|10/14/2025|Less than 20|0|Buying, renovating and selling homes. Additional activity could be buying properties and renting them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-21 |
Reach out to this advisor