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 | 2023-03-01 |
| TX | RA | APPROVED | 2020-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 05/2016 | 01/2017 |
| E*Trade Capital Management Llc | Sandy | UT | 05/2016 | 01/2017 |
| Unemployed | Chandler | AZ | 02/2017 | 06/2017 |
| Frost Brokerage Services Inc | Dallas | TX | 10/2018 | 01/2019 |
| Frost Bank | Dallas | TX | 10/2018 | 01/2019 |
| Frost Investment Services | Dallas | TX | 11/2018 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 03/2019 | 11/2020 |
| J.P. Morgan Securities Llc | Plano | TX | 03/2019 | 11/2020 |
| Harrisdirect Llc | Sandy | UT | 05/2016 | 01/2017 |
| Unemployed | Camas | WA | 02/2018 | 09/2018 |
| Go Daddy | Gilbert | AZ | 09/2017 | 10/2017 |
| Bank Of America | Gilbert | AZ | 07/2017 | 09/2017 |
| Unemployed | Chandler | AZ | 11/2017 | 02/2018 |
| Unemployed | Plano | TX | 02/2019 | 02/2019 |
| Merrill Lynch, Pierce,Fenner & Smith Incorporated | Gilbert | AZ | 07/2017 | 09/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 11/2020 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-01 |
Reach out to this advisor