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 | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Closet Factory | Grapevine | TX | 01/2022 | 10/2022 |
| Circle L Solar | Fort Worth | TX | 06/2021 | 01/2022 |
| North Richland Hills Centre | North Richland Hills | TX | 06/2017 | 06/2021 |
| U.S. Coast Guard | Washington | DC | 01/2013 | 06/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2022 | Present |
| Charles Schwab Bank | Westlake | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-25 |
Reach out to this advisor