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 | 2022-10-04 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262-8104 • UNITED STATES
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Omaha | NE | 05/2017 | 12/2022 |
| Von Maur | Omaha | NE | 01/2012 | 05/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-07 |
Reach out to this advisor