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 | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 10/2017 | 08/2022 |
| Phlox Capital Management | Dallas | TX | 07/2017 | 10/2017 |
| Self Employed | Fort Worth | TX | 02/2015 | 07/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2022 | Present |
| Td Ameritrade Investment Management, Llc | Southlake | TX | 01/2018 | 08/2022 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-09 |
Reach out to this advisor