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 | 2025-07-31 |
| GA | RA | APPROVED | 2025-07-25 |
| NE | RA | APPROVED | 2025-07-14 |
Branch Locations
3424 Peachtree Road, Ne Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Atlanta | GA | 06/2024 | Present |
| Charles Schwab Bank Ssb | Omaha | NE | 06/2024 | 06/2025 |
| Full Time Student | Omaha | NE | 08/2023 | 06/2024 |
| Charles Schwab & Co,, Inc | Omaha | NE | 06/2023 | 08/2023 |
| Full Time Education | Omaha | NE | 08/2020 | 06/2023 |
| Amazon | Sussex | WI | 05/2020 | 08/2020 |
| Full Time Education | Grafton | WI | 09/2010 | 05/2020 |
| Schwab Wealth Advisory Inc. | Atlanta | GA | 06/2025 | Present |
1) DoorDash|Investment Related: No|Restaurant/Food Services|DoorDash Driver|1/1/2020|Less than 20 hour/month - 0 during trading hours|When I have some free time I sign onto the app and pick up food deliveries and drive the food from the restaurant to clients house.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-13 |
Reach out to this advisor