Best Investors
Account
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Best Investors
Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-20 |
Branch Locations
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Jose | CA | 10/2012 | 08/2016 |
| Citigroup | Saratoga | CA | 08/2016 | 02/2018 |
| Unemployed | Sunnyvale | CA | 02/2018 | 01/2020 |
| Farmers Insurance | San Jose | CA | 01/2020 | 03/2020 |
| Farmers Financial Solutions | San Jose | CA | 01/2020 | 03/2020 |
| Wells Fargo Clearing Services, Llc | Los Gatos | CA | 03/2020 | 07/2023 |
| Wells Fargo Bank, Na | Los Gatos | CA | 03/2020 | 07/2023 |
| Fidelity Investments | Palo Alto | CA | 08/2023 | 07/2024 |
| Unemployed | San Jose | CA | 07/2024 | 12/2024 |
| Charles Schwab & Co, Inc | San Mateo | CA | 12/2024 | Present |
| Charles Schwab Bank, Ssb | San Mateo | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-30 |
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