Best Investors
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-18 |
Branch Locations
22780 Via Villagio Suite 108, Estero, FL 33928 • United States
12580 University Drive Suite 100, Fort Myers, FL 33907-5672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modis | Fort Worth | TX | 09/2022 | 02/2023 |
| Buffalo Wild Wings | El Paso | TX | 10/2021 | 11/2022 |
| Freaky's | Lonetree | CO | 12/2020 | 10/2021 |
| Premier Roofing | Denver | CO | 08/2020 | 12/2020 |
| Omni Hotels | Broomfield | CO | 03/2020 | 08/2020 |
| Tony P's Pizzeria | Denver | CO | 06/2019 | 03/2020 |
| Colt And Gray's | Denver | CO | 08/2018 | 06/2019 |
| Rocky Mountain Carpet Cleaning | Arvada | CO | 05/2018 | 08/2018 |
| Full-Time Education | Arvada | CO | 08/2013 | 05/2018 |
| Charles Schwab Co., Inc. | Fort Myers | FL | 02/2023 | 04/2026 |
| Charles Schwab Bank Ssb | Fort Myers | FL | 05/2025 | 04/2026 |
| Charles Schwab Co., Inc. | Bonita Springs | FL | 04/2026 | Present |
| Charles Schwab Bank Ssb | Bonita Springs | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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