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 | 2026-05-04 |
Branch Locations
Fort Worth, TX • United States
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | San Antonio | TX | 10/2015 | 09/2017 |
| Nylife Securities Llc | San Antonio | TX | 10/2015 | 08/2017 |
| Onsite Procan | Boerne | TX | 10/2016 | 12/2019 |
| The Champion Group, Inc. | Shavano Park | TX | 02/2018 | 12/2018 |
| The Champion Group, Inc. | Shavano Park | TX | 06/2019 | 12/2020 |
| Victory Capital Management Inc. | San Antonio | TX | 12/2020 | 07/2021 |
| Victory Capital Services, Inc. | San Antonio | TX | 12/2020 | 11/2021 |
| Victory Capital Management Inc. | San Antonio | TX | 08/2021 | 11/2021 |
| Transamerica Life Insurance Company | Forth Worth | TX | 02/2022 | 01/2025 |
| Transamerica Investors Securities Corporation | Forth Worth | TX | 02/2022 | 01/2025 |
| Transamerica Retirement Advisors, Llc | Fort Worth | TX | 02/2022 | 01/2025 |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
| Dexian | Lewisville | TX | 08/2025 | 10/2025 |
| Unemployed | Fort Worth | TX | 02/2025 | 07/2025 |
| Unemployed | Fort Worth | TX | 11/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-24 |
Reach out to this advisor