Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-04 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Marathon Oil Tower, 5555 San Felipe St. Suite 200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 04/2006 | 08/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2018 |
| Usaa Financial Advisors, Inc | Addison | TX | 12/2018 | 10/2019 |
| Strategic Staffing Solutions | Addison | TX | 12/2018 | 10/2019 |
| Usaa Investment Management Company | Addison | TX | 12/2018 | 10/2019 |
| Unemployed | Addison | TX | 09/2018 | 11/2018 |
| Lyft | Mesquite | TX | 09/2018 | 12/2018 |
| Netpique, Llc A Reliant Company | Irving | TX | 11/2018 | 11/2018 |
| Personal Capital Advisors Corporation | Dallas | TX | 10/2019 | 05/2022 |
| Unemployed | Mesquite | TX | 05/2022 | 07/2022 |
| Mercer Global Advisors Inc. | Houston | TX | 07/2022 | 03/2024 |
| Mercer Global Advisors Inc. | Houston | TX | 03/2024 | 06/2024 |
| Mercer Global Advisors Inc. | Houston | TX | 06/2024 | 04/2025 |
| Mercer Global Advisors Inc. | Houston | TX | 04/2026 | Present |
| Mercer Global Advisors Inc. | Houston | TX | 04/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-14 |
Reach out to this advisor