Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona Army National Guard | Phoenix | AZ | 02/2013 | 09/2020 |
| Glendale Union High School District | Glendale | AZ | 07/2016 | 06/2023 |
| The Boeing Company | Mesa | AZ | 06/2023 | 03/2024 |
| Charles Schwab & Co., Inc. | Scottsdale | AZ | 03/2024 | Present |
| Charles Schwab Bank, Ssb | Scottsdale | AZ | 12/2024 | 08/2026 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-21 |
Reach out to this advisor