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 | 2026-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2017 | 03/2022 |
| Bank Of America, N.A. | Pennington | NJ | 01/2017 | 03/2022 |
| Dollarwatcher | Philadelphia | PA | 06/2016 | 09/2016 |
| Temple University | Philadelphia | PA | 09/2014 | 01/2017 |
| Fidelity Investments | Boston | MA | 03/2022 | 06/2026 |
| Charles Schwab & Co., Inc. | Lynnfield | MA | 06/2026 | Present |
| Charles Schwab Bank | Lynnfield | MA | 06/2026 | Present |
ProTech Roofing LLC | Owner | My responsibilities include qualifying the company with licensure to permit construction | 4950 W Kennedy Blvd Tampa, FL 33609 | Est. 9/1/2024 | Less than 20 hours per month | 0 hours during trading hours. | Not investment related | I do not engage with clients, employees, or vendors. | Health IQ Insurance Agency | Owner | Business is currently closed, and only receiving residual income. |4950 W Kennedy Blvd | Tampa, FL 33609 | Est. 1/1/2022 | Less than 20 hours per month | 0 hours during trading hours | Not investment related | This business is not actively engaging new customers, and customer service is outsourced to a third party. The only reason the company is still open, is to receive the residual income from currently existing members/clients. I commit no time to this company monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-17 |
Reach out to this advisor