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 | 2026-08-24 |
Branch Locations
12481 High Bluff Drive Suite 100, San Diego, CA 92130-3583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aimloan | San Diego | CA | 09/2020 | 05/2022 |
| Td Ameritrade | San Diego | CA | 05/2022 | 09/2023 |
| Full Time Education | San Diego | CA | 08/2016 | 05/2020 |
| Unemployed | Rancho Cucamonga | CA | 06/2020 | 08/2020 |
| Charles Schwab & Co., Inc. | San Diego | CA | 09/2023 | Present |
| Charles Schwab Bank | San Diego | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-22 |
Reach out to this advisor