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 |
|---|---|---|---|
| CA | RA | APPROVED | 2017-03-28 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Francisco | CA | 12/2015 | 10/2016 |
| Fidelity Brokerage Services Llc | San Francisco | CA | 10/2016 | 03/2017 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 03/2017 | Present |
| Td Ameritrade, Inc. | San Francisco | CA | 07/2021 | 06/2024 |
| Charles Schwab Trust Bank | San Francisco | CA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-15 |
Reach out to this advisor