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 | 2022-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Driveshop | Dallas | TX | 03/2014 | 03/2020 |
| Experience Marketing | Dallas | TX | 08/2016 | 11/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2020 | Present |
| Event Pro Strategies | Dallas | TX | 03/2014 | 07/2017 |
| Amazon | Fort Worth | TX | 03/2020 | 05/2020 |
| Eventlink | Dallas | TX | 09/2018 | Present |
| Assist Marketing | Dallas | TX | 12/2013 | 01/2020 |
(1) EVENTLINK | NOT INVESTMENT-RELATED | 5500 18 MILE RD., STERLING HEIGHTS, MI 48314 | MARKETING | PRODUCT SPECIALIST | 09/01/2018 | HPM VARIES | NONE DURING TRADING HOURS | I sometimes represent automotive brands at events and tell people about vehicle lineups. (2) Self Employed Activity|Investment Related:No|Marketing|Marketing Representative|2013-12-01|Hours Per Month:Less than 20|Hours Spent during Security Trading:0|Independent marketing representative representing brands at events. Not financial services or investment related. (3) Opportunity Resource Services|Investment Related:No|Nonprofit Charitable Organizations|Board Member|2023-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Serve as a board member of the organization. (4) EMI or Experience Marketing|Investment Related:No|PO Box 545;Douglas ;MI;49406;USA|Advertising|Product Specialist|2025-02-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|This would be marketing services representing auto brands as a product specialist. Similar to what I was doing with self-employed marketing services. This is not investment or financial services related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-23 |
Reach out to this advisor