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 | 2025-12-03 |
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
16000 Ventura Boulevard Suite 102 & 1105, Encino, CA 91436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 09/2016 | 08/2020 |
| R.J. O'BRien & Associates Llc | Chicago | IL | 07/2013 | 09/2016 |
| Charles Schwab & Co., Inc | Encino | CA | 06/2025 | Present |
| Unemployed | Santa Monica | CA | 06/2024 | 06/2025 |
| Unemployed | San Pedro Garza Garcia | 08/2020 | 11/2021 | |
| Charles Schwab Bank | Encino | CA | 06/2025 | Present |
| Msci Inc. | San Pedro Garza Garcia | 11/2021 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
| S66 | Uniform Combined State Law Examination | 2025-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-23 |
Reach out to this advisor