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_RES | 2026-01-05 |
| CO | RA | APPROVED | 2023-01-20 |
Branch Locations
1701 Platte Street Suite 131, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St Louis | MO | 09/2017 | 07/2018 |
| First Community Credit Union | St Charles | MO | 06/2017 | 08/2017 |
| Twin Oaks Country Club | Springfield | MO | 08/2013 | 05/2017 |
| Missouri State University | Springfield | MO | 08/2012 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 07/2018 | 06/2021 |
| Td Ameritrade | Denver | MO | 11/2021 | 06/2024 |
| Unemployed | Lake St Louis | MO | 06/2021 | 11/2021 |
| Charles Schwab & Co., Inc. | Denver | CO | 04/2022 | Present |
| Td Ameritrade Investment Management, Llc | Lone Tree | CO | 12/2021 | 09/2023 |
| Charles Schwab Bank, Ssb | Denver | CO | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-27 |
Reach out to this advisor