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 | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 02/2022 | 05/2024 |
| Carmax | Columbia | SC | 08/2017 | 02/2022 |
| World Market | Columbia | SC | 06/2016 | 08/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2024 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-08 |
Reach out to this advisor