Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Missouri City | TX | 04/2015 | 01/2020 |
| Bank Of America, N.A. | Missouri City | TX | 04/2015 | 01/2020 |
| Jp Morgan Securities, Llc | Houston | TX | 01/2020 | 05/2021 |
| Jp Morgan Chase Bank, N.A. | Houston | TX | 01/2020 | 05/2021 |
| Td Ameritrade | Houston | TX | 06/2021 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Houston | TX | 06/2021 | 12/2022 |
| Charles Schwab & Co., Inc. | Houston | TX | 01/2022 | 07/2023 |
| Charles Schwab And Co., Inc. | Houston | TX | 12/2022 | 07/2023 |
| Fidelity Investments | Katy | TX | 07/2023 | 08/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2025 | Present |
| Cetera Investment Advisers Llc | Katy | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-12 |
Reach out to this advisor