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 | 2021-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital | Irving | TX | 09/2016 | 08/2018 |
| Personal Capital Advisors Corporation | Dallas | TX | 08/2018 | 08/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2019 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-12 |
Reach out to this advisor