Best Investors
Account
Sign in
Best Investors
Account
Sign in
8150 N Central Expy 10Th Floor, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-13 |
| TX | RA | APPROVED | 2024-11-05 |
Branch Locations
8150 N Central Expy 10Th Floor, Dallas, TX 75206 • 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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Dallas | TX | 08/2017 | 12/2017 |
| Massmutual Life Insurance Company | Dallas | TX | 06/2017 | 01/2018 |
| Ritz-Carlton Hotel Company | Dallas | TX | 02/2017 | 02/2022 |
| Omni Hotels | Dallas | TX | 11/2011 | 02/2017 |
| Moore Investment Solutions | Quinlan | TX | 02/2018 | 12/2018 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 05/2022 | 08/2024 |
| J.P. Morgan Securities Llc | Dallas | TX | 05/2022 | Present |
| Unemployed | Dallas | TX | 03/2022 | 04/2022 |
| Legends Hospitality | Arlington | TX | 08/2023 | Present |
| Ideology Wealth Advisors, Llc | Dallas | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-03 |
| S66 | Uniform Combined State Law Examination | 2017-10-26 |
Reach out to this advisor