Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
Friso, TX • United States
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
Friso, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2016 | 09/2016 |
| Edward Jones | Dallas | TX | 09/2016 | 02/2017 |
| Mass Mutual Life Insurance Company | Dallas | TX | 09/2016 | 02/2017 |
| Jp Morgan Chase Bank | Richardson | TX | 02/2017 | 10/2017 |
| Jp Morgan Securities, Llc | Richardson | TX | 02/2017 | 10/2017 |
| Fidelity Brokerage Services Llc | Westlake | TX | 12/2017 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-125129|OrgNmn:Fairfield Estates Homeowners Association |Org Addr:Frisco,Texas,US|OBA Nature:Home Owners Association |Invst Rel:N|Title:Vice President - Board Member|Duties:As a board member of my neighborhood's HOA, I must make informed decisions in the best interest of the community, attend quarterly meetings, e|StrtDt:01-16-26|TotHrs/mon:0.25|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-23 |
Reach out to this advisor