Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Wholesale Mortgage | East Pontiac | MI | 06/2021 | 11/2022 |
| Elite Cpa Group Pllc | Southfield | MI | 06/2019 | 08/2019 |
| Action Construction | Livonia | MI | 06/2018 | 08/2018 |
| Fidelity Investments | Troy | MI | 02/2023 | 07/2026 |
| International Academy | West Bloomfield | MI | 08/2016 | 05/2017 |
| Michigan State University | East Lansing | MI | 08/2017 | 05/2021 |
| Charles Schwab & Co., Inc. | Birmingham | MI | 07/2026 | Present |
| Charles Schwab Bank, Ssb | Birmingham | MI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-12 |
Reach out to this advisor