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 | 2025-12-09 |
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 |
|---|---|---|---|---|
| Sedgwick | Hilliard | OH | 02/2021 | 08/2021 |
| Nationwide | Grandview Heights | OH | 04/2019 | 10/2020 |
| Jp Morgan Chase | Columbus | OH | 08/2018 | 08/2018 |
| Optum | Westerville | OH | 07/2018 | 03/2019 |
| Discover Financial | New Albany | OH | 04/2018 | 05/2018 |
| Charles Schwab & Co., Inc., | Westlake | TX | 11/2021 | Present |
| Unemployed | Dallas | TX | 09/2021 | 10/2021 |
| Unemployed | Westville | OH | 11/2020 | 01/2021 |
| Huntington Bank | Columbus | OH | 12/2017 | 01/2018 |
| Jp Morgan Chase | Columbus | OH | 05/2016 | 11/2017 |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-19 |
Reach out to this advisor