Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-10 |
Branch Locations
1000 W. Centerville Road, Garland, TX 75041 • United States
561 W I 30, Garland, TX 75043 • United States
111 S. Garland Avenue, Garland, TX 75040 • 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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Addison | TX | 11/2015 | 06/2020 |
| Usaa Group | Addison | TX | 10/2015 | 10/2023 |
| Usaa Investment Services Company | Addison | TX | 01/2018 | 06/2020 |
| J.P. Morgan Securities Llc | Garland | TX | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Garland | TX | 04/2024 | Present |
| Usaa Financial Planning Services | Addison | TX | 10/2015 | 01/2018 |
| Unemployed | Garland | TX | 11/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-09 |
Reach out to this advisor