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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-16 |
Branch Locations
1600 Hancock Road Suite D, Clermont, FL 34711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Co., Inc. | Orlando | FL | 05/2023 | Present |
| Full-Time Education | Phoenix | AZ | 03/2023 | 05/2023 |
| Copper State Credit Union | Phoenix | AZ | 08/2022 | 03/2023 |
| Full-Time Education | Phoenix | AZ | 08/2021 | 08/2022 |
| Entek Hvac | Longview | WA | 04/2020 | 08/2020 |
| Full-Time Education | Phoenix | AZ | 09/2020 | 08/2021 |
| Entek Hvac | Longview | WA | 04/2020 | 08/2020 |
| Taco Time Nw | Longview | WA | 08/2018 | 04/2020 |
| Full-Time Education | Longview | WA | 05/2013 | 08/2018 |
1) Streetlights Inc. | Investment Related:No|1781 Terrapin Rd|Ocoee|FL|34761|USA|Nonprofit Charitable Organizations|Board Member - Treasurer|2/22/2026|Less than 20|0|Maintain Accurate Financial records of all income, expenses, donations, and ministry activities. Purpose: To build a faith-based community of young adults, fostering spiritual growth, discipleship, mission trips in the U.S. and internationally, evangelism, retreats, and development of individual gifts in Christ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-18 |
Reach out to this advisor