Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED | 2024-09-23 |
Branch Locations
3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bethany Christian Services | Grand Rapids | MI | 04/2020 | 08/2023 |
| Cornerstone University | Grand Rapids | MI | 10/2021 | 05/2023 |
| Ameriprise Financial | Haddon Heights | MI | 05/2022 | 08/2022 |
| Grand Valley State University | Allendale | MI | 01/2020 | 03/2020 |
| Doctor Of Physical Therapy | Lansing | MI | 09/2019 | 01/2020 |
| Grand Traverse Pie Co | Lansing | MI | 04/2016 | 08/2019 |
| Lansing Community College | Lansing | MI | 02/2017 | 05/2019 |
| Corporate Cleaning | Livonia | MI | 02/2017 | 05/2017 |
| Aeg Processing - Fhi Warehouse | Lansing | MI | 07/2017 | 09/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Atlanta | GA | 06/2024 | 09/2024 |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-16 |
Reach out to this advisor