Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fort Worth | TX | 08/2016 | 11/2016 |
| Keller Independent School District | Keller | TX | 11/2016 | 04/2017 |
| Health Reform Team | Fort Worth | TX | 03/2017 | 04/2017 |
| Nobel Learning / Merryhill Preschool | Trophy Club | TX | 04/2017 | 05/2017 |
| Td Ameritrade Inc | Lone Tree | TX | 05/2017 | 06/2024 |
| Charles Schwab & Co. | Westlake | TX | 10/2022 | Present |
LeVel, 9201 Warren Pkwy Suite 200, Frisco, TX 75035, Promoter of Health & Wellness Supplements since 11/1/14, non-investment related, 6 hours weekly, no hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-24 |
Reach out to this advisor