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_RES | 2023-04-03 |
| CA | RA | APPROVED | 2020-03-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fresno | CA | 03/2018 | 12/2019 |
| Clovis Community Medical Center | Clovis | CA | 03/2014 | 03/2018 |
| Clovis Unified School District | Clovis | CA | 04/2014 | 11/2016 |
| Hume Lake Christian Camps | Hume | CA | 01/2017 | 02/2017 |
| California State University, Fresno | Fresno | CA | 08/2015 | 05/2017 |
| Bank Of America, N.A. | Fresno | CA | 06/2018 | 12/2019 |
| Charles Schwab & Co., Inc | Fresno | CA | 02/2020 | Present |
| Charles Schwab Bank | Fresno | CA | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
Reach out to this advisor