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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Westlake | TX | 04/2025 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2023 | Present |
| Instacart | San Francisco | CA | 09/2022 | 01/2023 |
| The Brokerage House | Flower Mound | TX | 07/2022 | 09/2022 |
| Best Buy | Delafield | WI | 10/2021 | 07/2022 |
| 84 Lumber | Denton | TX | 10/2020 | 10/2021 |
| Unemployed | Roanoke | TX | 05/2020 | 10/2020 |
| Full-Time Education | Roanoke | TX | 03/2020 | 05/2020 |
| Dicks Sporting Goods | Flower Mound | TX | 09/2019 | 03/2020 |
| Unemployed | Roanoke | TX | 05/2019 | 09/2019 |
| Home Depot | Irving | TX | 02/2018 | 05/2019 |
| Cabela's | Fort Worth | TX | 10/2017 | 02/2018 |
| Bass Pro | Grapevine | TX | 07/2017 | 10/2017 |
| Unemployed | Roanoke | TX | 05/2017 | 07/2017 |
| Best Buy | Coon Rapids | TX | 09/2016 | 05/2017 |
| Unemployed | Anoka | MN | 08/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-24 |
Reach out to this advisor