Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-02-15 |
Branch Locations
12435 Park Potomac Ave Suite R-3, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 01/2018 | 02/2023 |
| N/A | Ocean View | NJ | 06/2017 | 01/2018 |
| N/A | Washington | DC | 08/2013 | 05/2017 |
| Bank Of America, N.A. | Washington | DC | 01/2018 | 02/2023 |
| Charles Schwab & Co., Inc. | Potomac | MD | 02/2023 | Present |
| Charles Schwab Bank, Ssb | Potomac | MD | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-01 |
Reach out to this advisor