Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-22 |
| TX | RA | APPROVED | 2021-12-01 |
Branch Locations
1101 E Plano Pkwy, Plano, TX 75074-8541 • United States
2600 N Central Expy Ste 700, Richardson, TX 75080-2063 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Westminister | CO | 06/2015 | 02/2018 |
| Td Ameritrade, Inc. | Southlake | TX | 01/2018 | 05/2018 |
| Tiaa | Omaha | NE | 07/2018 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Omaha | NE | 07/2018 | 11/2020 |
| Lpl Financial Llc | Rockwall | TX | 01/2021 | 12/2021 |
| American National Bank Of Texas | Rockwall | TX | 01/2021 | 12/2021 |
| Ameriprise Financial Services, Llc | Rockwall | TX | 12/2021 | Present |
Independent Insurance Brokering; Talcott/Prudential; 10/10/2023; Universal Life. Outside Employment; American National Bank of Texas; Portfolio Manager Position in our trust department within the bank. I will be creating investment models and proposals for our trust investment committee to approve.; Retail; 2600 N Central Expressway, Suite 700, Richardson, TX, 75080; Investment-Related; 12/14/2023; 20 to 39 hours per month; 60 during trading hours / American National Bank of Texas; Financial Advisor/AFIG Dual Program; Bank Program; 2600 N Central Expressway, Suite 700, Richardson, TX, 75080; Investment-Related; 12/01/2021; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-10 |
Reach out to this advisor