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 | 2026-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target Corporation | Grand Prairie | TX | 11/2022 | 11/2025 |
| Grand Prairie Isd | Grand Prairie | TX | 10/2021 | 04/2022 |
| La Jaliscience Plus | Mansfield | TX | 03/2021 | 10/2022 |
| Lululemon | Southlake | TX | 10/2025 | 01/2026 |
| Full Time Education | Grand Prairie | TX | 08/2006 | 05/2020 |
| Full Time Education | Arlington | TX | 08/2020 | 05/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | 08/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2026 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
Reach out to this advisor