Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Crescent Court Suite 1200, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED | 2019-08-05 |
Branch Locations
200 Crescent Court Suite 1200, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 02/2010 | 07/2019 |
| Westwood Management Corp. | New Canaan | CT | 07/2019 | Present |
| Foreside Fund Services, Llc | New Canaan | CT | 08/2019 | 12/2024 |
| Salient Capital L.P. | Dallas | TX | 01/2025 | Present |
1) Westwood Management Corp.; New Canaan, CT; Investment Related; Started 7/8/2019; Financial Sales; Senior External Wholesaler; External Wholesaler; 160 hours per month with 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-12 |
Reach out to this advisor