Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence College | Providence | RI | 07/2022 | 08/2022 |
| Full Time Education | Providence | RI | 08/2019 | 05/2023 |
| Full Time Education | Ridgefield | CT | 11/2013 | 08/2019 |
| Charles Schwab & Co., Inc. | Brookfield | CT | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-05 |
Reach out to this advisor