Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
Gainesville, TX • United States
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc | Denton | TX | 03/2004 | 02/2018 |
| Td Ameritrade, Inc. | Denton | TX | 02/2018 | 09/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 09/2019 |
| United Advisors America | Frisco | TX | 09/2019 | 12/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Unemployed | Gainesville | TX | 12/2024 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-21 |
| S66 | Uniform Combined State Law Examination | 2017-06-19 |
Reach out to this advisor