Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-16 |
Branch Locations
1148 Broadway Suite 110, Tacoma, WA 98402-3589 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Eugene | OR | 10/2022 | Present |
| Charles Schwab Bank, Ssb | Eugene | OR | 10/2022 | Present |
| Advanced Brain Technologies | Ogden | UT | 05/2014 | 01/2020 |
| Cafe Zupas | Riverdale | UT | 04/2017 | 03/2019 |
| Les Schwab Tire Centers | South Ogden | UT | 07/2019 | 03/2020 |
| Lexington Law Firm | West Valley | UT | 03/2020 | 08/2021 |
| Big Deal Outlet | Ogden | UT | 04/2019 | 07/2019 |
| U.S. Bank | Roy | UT | 08/2021 | 10/2022 |
| Rmk Windows | Layton | UT | 04/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-07 |
Reach out to this advisor