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_RES | 2026-01-05 |
| GA | RA | APPROVED | 2024-09-30 |
Branch Locations
4853 Town Center Parkway, Jacksonville, FL 32246 • United States
7150 Hodgson Memorial Dr Suite B, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Fiduciary Group | Savannah | GA | 05/2022 | 02/2023 |
| Unemployed | Jesup | GA | 01/2022 | 05/2022 |
| Small Business Assistance Corporation | Savannah | GA | 02/2021 | 12/2021 |
| Unemployed | Jesup | GA | 08/2020 | 01/2021 |
| Farmers Natural Foods | Hinesville | GA | 07/2019 | 08/2020 |
| Unemployed | Hinesville | GA | 12/2018 | 07/2019 |
| Mes Manufacturing Engineering Systems Inc. | Fort Stewart | GA | 10/2016 | 12/2018 |
| Unemployed | Hinesville | GA | 02/2016 | 10/2016 |
| Unemployed | Garden City | GA | 02/2023 | 03/2023 |
| Stifel, Nicolaus & Company, Incorporated | Savannah | GA | 04/2023 | 12/2023 |
| Stifel, Nicolaus & Company, Incorporated | Savannah | GA | 01/2024 | 09/2024 |
| Charles Schwab & Co., Inc. | Savannah | GA | 09/2024 | Present |
| Charles Schwab Bank, Ssb | Savannah | GA | 09/2024 | Present |
1) Red Scribes Media, LLC|Investment Related: No|Printing/Publishing|Writer/Creative Writer Consultant|7/2/2018|Less than 20 hour/month - 0 during trading hours|Independent/Self-publishing company/creative writer feedback/consulting, GA, member, owner, creative writer/consultant, 15.00hrs/year, Not during securities trading hours, Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-16 |
Reach out to this advisor