Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-30 |
Branch Locations
1108 Environ Way, Chapel Hill, NC 27517-4418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nova Parks | Vienna | VA | 06/2015 | 06/2018 |
| The Becket Fund | Washington | DC | 05/2019 | 08/2019 |
| Susan B. Anthony List | Tarrant County | TX | 06/2020 | 08/2020 |
| The University Of Dallas Police Department | Irving | TX | 08/2020 | 06/2021 |
| Trinity School At Meadowview | Falls Church | VA | 08/2013 | 05/2017 |
| The University Of Dallas | Irving | TX | 08/2017 | 05/2021 |
| Fidelity Investments | Dallas | TX | 06/2021 | 08/2023 |
| Charles Schwab & Co., Inc. | Charlottesville | VA | 08/2023 | Present |
| Charles Schwab Bank Ssb | Charlottesville | VA | 08/2023 | Present |
| Maturi Medical Llc | Fairfax | VA | 05/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
Reach out to this advisor