Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alorica | Lake Mary | FL | 06/2021 | 10/2022 |
| Asurion Insurance | Orlando | FL | 04/2018 | 03/2021 |
| Sears Home Services | Lake Mary | FL | 05/2016 | 04/2018 |
| Charles Schwab & Co. | Westlake | TX | 11/2022 | Present |
| Unemployed | Orlando | FL | 04/2021 | 05/2021 |
1) YouTube|Investment Related: No|Entertainment Venues/Theaters|Creator|7/7/2019| hour/month - 0 during trading hours|Motivational speaking. Topics discussed include personal growth and development- no financial services or investment related responsibilities to report., 2) Spotify|Investment Related: No|Broadcasting/Music/Film|Creator|7/11/2022| hour/month - 0 during trading hours|Motivational speaking via podcast services. No financial services or investment related responsibilities to report.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-18 |
Reach out to this advisor