Best Investors
Account
Sign in
Best Investors
Account
Sign in
501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-28 |
Branch Locations
2850 North Harwood 18Th Floor & 17Th Floor, Dallas, TX 75201 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley | Plano | TX | 06/2015 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2015 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 11/2017 | 10/2020 |
| Bank Of America, N.A. | Dallas | TX | 11/2017 | 10/2020 |
| Stifel Nicolaus & Co Inc | Dallas | TX | 10/2020 | Present |
1. Pakam FW LLC; 2616 Lake Ridge Dr, Little Elm, TX 75068; Investment holding vehicle; Managing Member. Tax filer, LLC Manager; 12/01/2022; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 2. TX121 TNTHW LLC; 1012 Mist Flower Dr Little Elm, TX 75068; The LLC is a real estate holding entity. Land was purchased for a buy/hold strategy under the LLC name; Managing Member; In charge of admin/taxes/paperwork. No day to day duties; 10/17/2025; 0hrs/day; Not during securities trading hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-24 |
Reach out to this advisor