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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2024-02-15 |
Branch Locations
6400 Fannin Street Suite 2450, Houston, TX 77030 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Atlanta | GA | 07/2011 | 10/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tomball | TX | 12/2019 | 01/2024 |
| Bank Of America, N.A. | Tomball | TX | 12/2019 | 01/2024 |
| Fidelity Brokerage Services Llc | Atlanta | GA | 07/2011 | 10/2019 |
| Strategic Advisers Llc | Atlanta | GA | 01/2013 | 07/2018 |
| Tiaa | Houston | TX | 01/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Houston | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-27 |
Reach out to this advisor