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 | 2025-07-04 |
| FL | RA | APPROVED | 2025-06-20 |
Branch Locations
1991 Summit Park Drive, Orlando, FL 32810 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 10/2016 | 05/2017 |
| Oglesby Law, P.A. | Kissimmee | FL | 05/2014 | 10/2016 |
| Edward Jones | St. Louis | MO | 07/2017 | 07/2021 |
| Self Employed | Winter Garden | FL | 07/2021 | 06/2024 |
| Edward Jones | St Louis | MO | 07/2024 | 04/2025 |
| Unemployed | Kissimmee | FL | 05/2017 | 07/2017 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 04/2025 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-24 |
Reach out to this advisor