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 | 2025-02-10 |
Branch Locations
275 Los Gatos-Saratoga Rd., Los Gatos, CA 95030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Los Gatos | CA | 05/2021 | Present |
| Powder Mountain Realty | Salt Lake City | UT | 11/2020 | 04/2021 |
| Lexington Law Firm | North Salt Lake | UT | 09/2017 | 05/2018 |
| Progrexion Teleservices | Salt Lake City | UT | 05/2019 | 09/2019 |
| Maxwells East Coast Eatery | Park City | UT | 03/2015 | 10/2019 |
| Alternative Behavior Strategies | Salt Lake City | UT | 09/2020 | 11/2020 |
| N/A | Salt Lake City | UT | 09/2019 | 09/2020 |
| Gus Paulos Chevrolet | West Valley City | UT | 02/2019 | 05/2019 |
| Pueos Osteria | Waikoloa Village | HI | 12/2018 | 02/2019 |
| Clear | Salt Lake City | UT | 09/2018 | 12/2018 |
| Ann Taylor | Park City | UT | 05/2018 | 09/2018 |
| Charles Schwab Bank, Ssb | Los Gatos | CA | 01/2025 | Present |
1) Amazon Publishing | Not investment-related | 2538 E Wier Ave Phoenix AZ 85040 | Printing/Publishing | Author | Start date: 06/28/2021 | Less than 20 hrs/month, none during securities trading hours | I wrote a book/journal and have published it for sale on Amazon.com.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-04 |
Reach out to this advisor