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 | 2025-10-31 |
| IA | RA | APPROVED | 2022-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 08/2017 | 04/2023 |
| Intertel Inc | Greenwood Village | CO | 11/2015 | 07/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-16 |
Reach out to this advisor