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 | 2026-07-24 |
Branch Locations
1231 S. California Blvd, Walnut Creek, CA 94596-5122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc | Walnut Creek | CA | 09/2025 | Present |
| Tschetter Group | Bellevue | WA | 06/2024 | 08/2024 |
| Seattle Mariners | Seattle | WA | 05/2023 | 08/2024 |
| Veggie Grill | Seattle | WA | 07/2022 | 09/2022 |
| Personalumbrella.cOm | Emeryville | CA | 06/2021 | 07/2022 |
| Artifex Construction | Oakland | CA | 06/2020 | 08/2020 |
| Full Time Education | Piedmont | CA | 08/2017 | 06/2021 |
| Full Time Education | Piedmont | CA | 06/2014 | 08/2017 |
| Full Time Education | Seattle | WA | 08/2021 | 06/2025 |
| Charles Schwab Bank, Ssb | Walnut Creek | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-23 |
Reach out to this advisor