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 | 2026-02-04 |
| VA | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Las Vegas Plaza | Colorado Springs | CO | 02/2016 | 02/2017 |
| Equitable Financial Life Ins (Axa Advisor Llc) | New York | NY | 03/2017 | 06/2017 |
| Bank Of America (Merrill Lynch) | Vienna | VA | 08/2017 | 08/2025 |
| Edward Jones | St. Louis | MO | 08/2025 | 12/2025 |
| Schwab Wealth Advisory, Inc | Tyson's Corner | VA | 01/2026 | Present |
| Charles Schwab & Co, Inc | Tyson's Corner | VA | 01/2026 | Present |
Rental Property | Investment Related | 4309 Pickett Rd, Fairfax, VA | Real Estate (Non-Agent/Broker) | Owner | 10/1/2020 | Less than 20 hours per month, all outside market hours | Property owner Rental Property | Investment Related | 6322 Hibbling Ave, Springfield, VA | Real Estate (Non-Agent/Broker) | Owner | 5/15/2024 | Less than 20 hours per month, all outside market hours | Property owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-08 |
Reach out to this advisor