Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-11-20 |
Branch Locations
2005 East 21St Street Suite 100, Tulsa, OK 74104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Pendleton | IN | 09/2013 | 08/2020 |
| Full-Time Education | Indianapolis | IN | 08/2020 | 05/2023 |
| Go Irrigation | Carmel | IN | 06/2021 | 06/2024 |
| Town Of Pendleton - Fall Creek Golf Club | Pendleton | IN | 08/2023 | 11/2023 |
| Power Kleen | Pendleton | IN | 08/2023 | 11/2023 |
| Charles Schwab & Co., Inc. | Tulsa | OK | 06/2024 | Present |
| Charles Schwab Bank, Ssb | Tulsa | OK | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-18 |
Reach out to this advisor