Best Investors
Account
Sign in
Best Investors
Account
Sign in
1125 Nw Couch St Ste 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-09 |
Branch Locations
1125 Nw Couch St Ste 900, Portland, OR 97209 • United States
2828 Routh St Suite 500, Dallas, TX 75204 • United States
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-07 |
Branch Locations
2699 Howell Street Suite 1100, Dallas, TX 75204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Advisory Group | Williamston | MI | 05/2012 | 06/2018 |
| Capital Asset Advisory Services, Llc | Haslett | MI | 10/2014 | 06/2018 |
| Wfg Investments, Inc. | Williamston | MI | 02/2016 | 08/2017 |
| Geneos Wealth Management | Williamston | MI | 08/2017 | 06/2018 |
| Td Ameritrade | Southlake | TX | 08/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Southlake | TX | 12/2022 | 01/2024 |
| M Holdings Securities, Inc. | Portland | OR | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 2014-11-10 |
Reach out to this advisor