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 | 2026-01-03 |
| CO | RA | APPROVED | 2025-10-10 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Denver | CO | 12/2017 | 09/2024 |
| Izakaya Den | Denver | CO | 09/2017 | 12/2017 |
| Merchant's Pub And Plate | Lawrence | KS | 08/2016 | 08/2017 |
| University Of Kansas | Lawrence | KS | 08/2013 | 12/2016 |
| Heirloom Wealth Management, Llc | Greenwood Village | CO | 09/2024 | 04/2025 |
| Charles Schwab & Co., Inc. | Denver | CO | 10/2025 | Present |
| Gb Fish & Chips 2 Inc | Denver | CO | 06/2025 | 08/2025 |
| Charles Schwab Bank, Ssb | Denver | CO | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-24 |
Reach out to this advisor