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 | 2025-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2022 | Present |
| Homecare Homebase | Dallas | TX | 07/2017 | 04/2022 |
| Lyft | San Francisco | CA | 11/2016 | 09/2017 |
| Uber | San Francisco | CA | 08/2016 | 08/2017 |
| New Life Behavior International (Nlbi) | Dallas | TX | 01/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-09 |
Reach out to this advisor