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 | 2026-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2017 | Present |
| Southlake Tennis Center | Southlake | TX | 06/2016 | 11/2017 |
| Schwab Wealth Advisory Inc | Westlake | TX | 08/2026 | Present |
1) Private Lessons | Investment Related:No|N/A|Burleson|TX|76028|USA|Education|Tennis Coach|1/13/2018|Less than 20|0|Giving private tennis lessons to individuals such as kids or adults. Usually paid in cash.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
Reach out to this advisor