Best Investors
Account
Sign in
200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
Branch Locations
200 East 7Th Street, Auburn, IN 46706 • United States
7500 Dallas Parkway Suite 475, Dallas, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Capital Advisors Llc | Philadelphia | PA | 09/2012 | 03/2019 |
| Fisher Investments | Plano | TX | 04/2019 | 12/2021 |
| Fisher Investments | Plano | TX | 01/2022 | 07/2025 |
| Cx Institutional, Llc | Plano | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-26 |
Reach out to this advisor