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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-30 |
| LA | RA | APPROVED | 2024-08-21 |
| NE | RA | APPROVED | 2024-08-15 |
| CA | RA | APPROVED | 2024-08-14 |
| CO | RA | APPROVED | 2024-08-14 |
| CT | RA | APPROVED | 2024-08-14 |
| IA | RA | APPROVED | 2024-08-14 |
| MI | RA | APPROVED | 2024-08-14 |
| NJ | RA | APPROVED | 2024-08-14 |
| NY | RA | APPROVED | 2024-08-14 |
| NC | RA | APPROVED | 2024-08-14 |
| OR | RA | APPROVED | 2024-08-14 |
| PA | RA | APPROVED | 2024-08-14 |
| VA | RA | APPROVED | 2024-08-14 |
| WA | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED | 2023-11-02 |
Branch Locations
2828 Routh St, Dallas, TX 75204 • United States
1125 Nw Couch St Ste 900, Portland, OR 97209 • United States
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-27 |
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 |
|---|---|---|---|---|
| Blackrock Investments, Inc. | New York | NY | 12/2006 | 02/2021 |
| Fisher Investments | Plano | TX | 08/2021 | 08/2023 |
| Unemployed | Spring | TX | 02/2021 | 08/2021 |
| M Holdings Securities, Inc. | Portland | OR | 09/2023 | Present |
1) Allen Eagle Lacrosse Club; P.O. Box 324, Allen TX 75013; Non-profit; Not investment-related; Secretary; take board meeting notes, vote on budgetary items, assist with fundraiser planning, game day activity set up; 7/01/2024; 15 hours per month; 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-23 |
Reach out to this advisor