Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-11 |
| CA | RA | APPROVED | 2024-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Mateo | CA | 01/2022 | 07/2024 |
| Charles Schwab Bank, Ssb | San Mateo | CA | 01/2022 | 06/2024 |
| Hilton Hotel | San Francisco | CA | 01/2016 | 10/2022 |
| Marriott Hotel | San Francisco | CA | 12/2013 | 09/2020 |
| Hyatt Hotel | Burlingame | CA | 04/2015 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 07/2024 | Present |
| Bank Of America, N.A. | San Jose | CA | 10/2024 | Present |
I*1955275, Entity Type, Name of OBA: Rental Property 1, Address: Sacramento, CA, 95828, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 11/01/2021, No Hours: 1hr/Ann, No Hours during trading: 0, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
Reach out to this advisor