Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-08-25 |
Branch Locations
7777 Fay Ave Suite 105, La Jolla, CA 92037-4325 • United States
7510 Hazard Center Dr. Suite 407, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 06/2019 | 07/2020 |
| Taiyo Yuden | Solana Beach | CA | 01/2019 | 05/2019 |
| Morgan Stanley | La Jolla | CA | 02/2018 | 11/2018 |
| Ucsd Policy Records Administration | La Jolla | CA | 01/2017 | 01/2019 |
| Tilly's | Valencia | CA | 07/2016 | 09/2017 |
| University Of California, San Diego | La Jolla | CA | 09/2015 | 06/2019 |
| Charles Schwab & Co., Inc. | San Diego | CA | 08/2020 | Present |
| Charles Schwab Bank, Ssb | San Diego | CA | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-14 |
Reach out to this advisor