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 | 2025-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Brooklyn | NY | 03/2015 | 02/2018 |
| Hollister Co. | New York | NY | 03/2018 | 03/2020 |
| Unemployed | Brooklyn | NY | 03/2020 | 12/2020 |
| Stop And Shop | Brooklyn | NY | 12/2020 | 03/2021 |
| Santander Bank | Brooklyn | NY | 03/2021 | 11/2021 |
| Unemployed | Brooklyn | NY | 11/2021 | 01/2022 |
| Bank Of America | Austin | TX | 01/2022 | 02/2023 |
| Charles Schwab & Co., Inc. | Austin | TX | 04/2023 | Present |
| Charles Schwab Bank, Ssb | Austin | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-11 |
Reach out to this advisor