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 | 2026-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Wall Township | NJ | 09/2010 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Pennington | NJ | 01/2017 | 06/2026 |
| Charles Schwab & Co., Inc. | Orlando | FL | 07/2026 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 07/2026 | Present |
1) Twitch Interactive | Investment Related:No||Performing/Fine Arts|Streamer|2017-07-01|Less than 20|0|Live stream games
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-21 |
Reach out to this advisor