Best Investors
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Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-25 |
Branch Locations
1704 Redwood Highway, Corte Madera, CA 94925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Level Flag Football | Kentfield | CA | 02/2019 | 06/2021 |
| Marin Country Club | Nevada | CA | 06/2022 | 08/2022 |
| Charles Schwab | Omaha | NE | 06/2024 | 08/2024 |
| Charles Schwab & Co., Inc. | Corte Madera | CA | 07/2025 | Present |
| Full Time Education | Davis | CA | 06/2021 | 06/2022 |
| Full Time Education | Davis | CA | 08/2022 | 06/2023 |
| Full Time Education | Davis | CA | 12/2023 | 06/2024 |
| Full Time Education | Davis | CA | 08/2024 | 06/2025 |
| Instacart | Davis | CA | 11/2020 | 04/2025 |
| Full Time Education | Larkspur | CA | 01/2015 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
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