Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-14 |
Branch Locations
251 S. Lake Ave. Suite 150, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Los Angeles | CA | 01/2022 | 11/2022 |
| Chipotle | Northridge | CA | 11/2022 | 11/2023 |
| Tony's Market | Burbank | CA | 06/2019 | 01/2022 |
| Charles Schwab & Co., Inc | Pasadena | CA | 11/2023 | Present |
| Full Time Education | Burbank | CA | 08/2008 | 06/2019 |
| Charles Schwab Bank, Ssb | Pasadena | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-13 |
Reach out to this advisor