Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-18 |
Branch Locations
19 West Chicago Ave, Naperville, IL 60540-5301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Naperville | IL | 11/2022 | Present |
| Kenneth Stein Violins E | Elmhurst | IL | 01/2022 | 11/2022 |
| Self Employed | Westmont | IL | 08/2015 | 01/2022 |
| Charles Schwab Bank, Ssb | Naperville | IL | 01/2025 | Present |
1) N/A|Investment Related: No|Broadcasting/Music/Film|Violinist|6/3/2024|Less than 20 hour/month - 0 during trading hours|I teach music and play gigs occasionally
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
Reach out to this advisor