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 | 2026-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Copper Canyon | TX | 10/2013 | 05/2021 |
| Cyclebar | Dallas | TX | 05/2023 | 12/2023 |
| Voyage Executive Partners, Llc | Copper Canyon | TX | 06/2021 | 06/2022 |
| Unemployed | Copper Canyon | TX | 01/2024 | 05/2024 |
| Charles Schwab | Westlake | TX | 06/2024 | 05/2025 |
| Unemployed | Copper Canyon | TX | 07/2022 | 04/2023 |
| Unemployed | Copper Canyon | TX | 06/2025 | 09/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-14 |
Reach out to this advisor