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 | 2024-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2022 | Present |
| H-E-B, Lp | Round Rock | TX | 06/2020 | 11/2021 |
| Sunbelt Supply Llc, Round Rock | Round Rock | TX | 09/2016 | 12/2018 |
| Unemployed | Round Rock | TX | 12/2018 | 06/2020 |
| Charles Schwab Bank Ssb | Westlake | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-30 |
Reach out to this advisor