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 | 2024-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Bedford | TX | 08/2015 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bedford | TX | 08/2015 | 10/2019 |
| J.P. Morgan Chase Bank, N.A. | Fort Worth | TX | 11/2019 | 06/2021 |
| Jp Morgan Securities Llc | Fort Worth | TX | 11/2019 | 06/2021 |
| Charles Schwab & Co, Inc. | Westlake | TX | 06/2021 | Present |
| Schwab Private Client Investment Advisory | Westlake | TX | 06/2021 | 04/2024 |
| Charles Schwab Bank Ssb | Westlake | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-22 |
Reach out to this advisor