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_RES | 2026-01-05 |
| FL | RA | APPROVED | 2025-09-04 |
Branch Locations
500 East Broward Blvd Suite 101, Fort Lauderdale, FL 33394 • United States
150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilton | Del Mar | CA | 04/2021 | 06/2021 |
| City Of Carlsbad | Carlsbad | CA | 05/2016 | 12/2018 |
| La Costa Glen Retirement Home | Carlsbad | CA | 10/2018 | 04/2019 |
| Village Inn | Tallahassee | FL | 08/2022 | 07/2023 |
| Hilton | Del Mar | CA | 04/2019 | 03/2020 |
| Unemployed | Encinitas | CA | 03/2020 | 04/2021 |
| Full Time Education | Sarasota | FL | 06/2021 | 08/2022 |
| Full Time Education | Oceanside | CA | 03/2019 | 04/2019 |
| Charles Schwab & Co., Inc. | Fort Lauderdale | FL | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Fort Lauderdale | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-15 |
Reach out to this advisor