Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
San Francisco, CA • United States
8 Montgomery St, San Francisco, CA 94104-4625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | San Francisco | CA | 04/2017 | 01/2021 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 04/2017 | 01/2021 |
| Fidelity Investments | Palo Alto | CA | 02/2021 | 06/2021 |
| Fidelity Investments | San Francisco | CA | 09/2024 | Present |
| Apple | San Francisco | CA | 03/2016 | 04/2017 |
| Charles Schwab & Co., Inc. | San Mateo | CA | 06/2021 | 09/2024 |
| Charles Schwab Bank, Ssb | San Mateo | CA | 06/2021 | 09/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-05 |
Reach out to this advisor