Best Investors
Account
Sign in
Best Investors
Account
Sign in
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-24 |
| FL | RA | APPROVED | 2020-10-20 |
Branch Locations
3109 W Dr. Martin Luther King Boulevard, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Jupiter | FL | 08/2015 | 02/2018 |
| Td Ameritrade, Inc. | Jupiter | FL | 02/2018 | 04/2018 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 04/2018 |
| Ubs Financial Services Inc. | West Palm Beach | FL | 04/2018 | 06/2019 |
| Morgan Stanley | Stuart | FL | 08/2019 | 05/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2019 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 05/2020 | 09/2020 |
| Bank Of America, N.A. | Palm Beach | FL | 06/2020 | 09/2020 |
| Fisher Investments | Tampa | FL | 10/2020 | Present |
*378167 - Rental Property; Investment related Yes; Hobe Sound, FL; Rental Property; Landlord (proprietor, partner, officer, director, employee, trustee, agent); Jul 2018; During business hours: 0; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-30 |
Reach out to this advisor