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 | 2025-03-25 |
Branch Locations
10920 Via Frontera Suite 100, San Diego, CA 92127-1730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 06/2020 | 04/2023 |
| Black And Pink | Omaha | NE | 03/2020 | 08/2022 |
| Lexis Nexis | New York | NY | 03/2019 | 10/2019 |
| City University Of New York School Of Law | Queens | NY | 08/2018 | 01/2020 |
| National Indemnity Corporation | Omaha | NE | 01/2018 | 07/2018 |
| University Of Nebraska At Omaha | Omaha | NE | 01/2017 | 01/2018 |
| Td Ameritrade | Omaha | NE | 08/2016 | 12/2016 |
| University Of Nebraska At Omaha | Omaha | NE | 08/2015 | 05/2018 |
| Charles Schwab & Co., Inc. | San Diego | CA | 04/2023 | Present |
| Charles Schwab Bank Ssb | San Diego | CA | 03/2025 | Present |
1) NR LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|3/22/2024|Less than 20|0|Landlord for a rental property I own
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-18 |
Reach out to this advisor