Best Investors
Account
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5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2026-02-04 |
Branch Locations
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Christiansted | VI | 04/2009 | 04/2017 |
| Emerald Investment Partners, Llc | Cary | NC | 04/2017 | 04/2022 |
| Agtech Vi | St. Thomas | 08/2019 | 07/2021 | |
| Xo Worldwide | St. Thomas | 07/2019 | Present | |
| Org Partners | Dallas | TX | 05/2022 | 01/2026 |
| Ascentis Wealth Management | Dallas | TX | 01/2026 | Present |
Can Man dba Best Bev, not investment related,2512 Quakertown Rd Pennsburg PA 18073, manufacturing company, President, started 04/2021 30 hours a month during trading hours. XO Energy World Wide, not investment related, 6115 Estate Smith Bay St. Thomas VI 00802, risk management consulting to the energy industry, limited partner, started 01/2020, 30 hours a month during trading hours. MCOB VI, LLC, not investment related, no address, Entity that owns a Ritz-Carlton residence, member, started 01/2018, no hours Virgin Islands Swimming Federation, Treasurer, not investment related, organizing quickbooks with only 20 transactions per year. located in the virgin islands, no check writing capability 340 Worldwide LLP, Business Consulting, this is investment related, no compensation, approximately 20 hours per month with 2 per trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-08 |
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