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 | 2022-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 11/2015 | 06/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-07 |
Reach out to this advisor