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 | 2022-02-06 |
Branch Locations
5100 Belt Line Rd. Suite 852, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Grand Prairie | TX | 02/2011 | 01/2022 |
| Wells Fargo Advisors Llc | Grand Prairie | TX | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grand Prairie | TX | 11/2016 | 01/2022 |
| Charles Schwab & Co., Inc. | Dallas | TX | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Dallas | TX | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-04 |
Reach out to this advisor