Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Hanover | NH | 05/2024 | 08/2024 |
| Full Time Education | Durham | NH | 08/2020 | 05/2024 |
| Service Credit Union | Rochester | NH | 06/2023 | 08/2023 |
| Hanover High School | Hanover | NH | 08/2016 | 06/2020 |
| Unemployed | Hanover | NH | 03/2015 | 08/2018 |
| Fidelity Investments | Smithfield | RI | 07/2025 | 06/2026 |
| Golf And Ski Warehouse | Hanover | NH | 08/2024 | 07/2025 |
| Unemployed | Hanover | NH | 03/2020 | 08/2020 |
| Morano Gelato | Hanover | NH | 08/2018 | 03/2020 |
| Doordash | Lebanon | NH | 12/2020 | 07/2025 |
| Charles Schwab & Co., Inc. | Reston | VA | 06/2026 | Present |
| Charles Schwab Bank, Ssb | Reston | VA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-17 |
Reach out to this advisor