Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 05/2017 | 05/2023 |
| The Nebraska Masonic Home | Plattsmouth | NE | 07/2016 | 05/2017 |
| Charles Schwab & Co. | Omaha | NE | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-06 |
Reach out to this advisor