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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nona Blue Moon Tavern | Orlando | FL | 03/2013 | 10/2016 |
| Full-Time Education | Orlando | FL | 10/2016 | 10/2017 |
| Moonfish | Orlando | FL | 10/2017 | 06/2019 |
| Full-Time Education | Orlando | FL | 06/2019 | 05/2021 |
| Big Fin Seafood | Orlando | FL | 05/2021 | Present |
| Edgewater Family Wealth | Orlando | FL | 06/2021 | 12/2022 |
| Charles Schwab & Co., Inc. | Orlando | FL | 03/2023 | Present |
| Schwab Wealth Advisory, Inc | Orlando | FL | 10/2025 | Present |
1) Big Fin Seafood | Investment Related:No|8046 Via Dellagio Way|Orlando|Florida|32819|United States|Restaurant/Food Services|Server|5/10/2021|More than 40|0|Job consists of me interacting with guests in a friendly and professional manner while ensuring they are enjoying their meal.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-26 |
Reach out to this advisor