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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2025-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 01/1999 | 01/2021 |
| Hightower Securities Llc | Dallas | TX | 01/2021 | 06/2025 |
| Hightower Advisors Llc | Dallas | TX | 01/2021 | 06/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2025 | Present |
| Schwab Wealth Advisory Inc. | Orlando | FL | 08/2025 | Present |
1) CFA Orlando | Investment Related:No|Nonprofit Charitable Organizations|Board Member|6/8/2026|Less than 20|0|Provide guidance to the local CFA society, run educational and volunteer events, and represent the society at CFAI events as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
Reach out to this advisor