Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-03-16 |
Branch Locations
127 Congress Street Floor 01, Boston, MA 02110-2511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dick's Sporting Goods | Williston | VT | 04/2019 | 04/2021 |
| Vermont National Country Club | South Burlington | VT | 04/2021 | 09/2023 |
| Full Time Education | Richmond | VT | 08/2014 | 04/2019 |
| Charles Schwab & Co., Inc. | Boston | MA | 06/2024 | 09/2024 |
| Full Time Education | South Orange | NJ | 08/2024 | 10/2025 |
| Charles Schwab & Co., Inc. | Boston | MA | 10/2025 | Present |
| Full Time Education | South Orange | NJ | 09/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-16 |
Reach out to this advisor