Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
Beaumont, TX • United States
Beaumont, TX • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irving | TX | 09/2013 | 12/2016 |
| Capital One Investing, Llc | Plano | TX | 12/2016 | 02/2018 |
| E*Trade Securities Llc | Dallas | TX | 02/2018 | 01/2019 |
| E*Trade Capital Management Llc | Dallas | TX | 02/2018 | 01/2019 |
| Td Ameritrade | Garland | TX | 02/2019 | 10/2019 |
| Fidelity Investments | Westlake | TX | 07/2020 | Present |
| University Of Texas At Dallas | Richardson | TX | 01/2020 | 06/2020 |
| University Of Texas At Dallas | Richardson | TX | 05/2017 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-05 |
Reach out to this advisor