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 | 2020-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gingerman | Southlake | TX | 04/2016 | 11/2016 |
| The Law Office Of Timothy Vinson | Hurst | TX | 09/2016 | 01/2018 |
| Breadwinners | Fort Worth | TX | 11/2016 | 08/2017 |
| The Classic Cafe | Roanoke | TX | 08/2017 | 01/2018 |
| Aerotek | Hurst | TX | 01/2018 | 06/2018 |
| Td Ameritrade | Southlake | TX | 06/2018 | 04/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 01/2025 | Present |
| Charles Schwab Trust Bank | Westlake | TX | 01/2025 | Present |
| Charles Schwab Premier Bank | Westlake | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-10 |
Reach out to this advisor