Best Investors
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Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-25 |
Branch Locations
100 S. Wacker Dr. Suite 220, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 11/2014 | 10/2024 |
| Wilmington University | Wilmington | DE | 09/2014 | 05/2017 |
| Bank Of America | Chicago | IL | 10/2016 | 09/2017 |
| Bank Of America | Wilmington | DE | 09/2014 | 09/2016 |
| Charles Schwab & Co., Inc. | Chicago | IL | 10/2024 | Present |
| Schwab Wealth Advisory, Inc. | Chicago | IL | 10/2024 | Present |
1) Chicago Youth Center|Investment Related: No|218 S Wabash Ave Ste 510, Chicago, IL, 60604, USA|Education|Communications Chair (Auxiliary Board)|9/16/2022|Less than 20 hour/month - 0 during trading hours|Sending out calendar invites and meeting minutes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-03 |
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