Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-01 |
| MN | RA | APPROVED | 2021-06-30 |
Branch Locations
4300 Punjab Way Suite #350, Frisco, TX 75033 • United States
919 Old Highway 8 Nw Suite 400, New Brighton, MN 55112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Christian University | Fort Worth | TX | 07/2014 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2018 | 01/2019 |
| Fps Financial, Inc. | New Brighton | MN | 06/2018 | 01/2019 |
| Ameriprise Financial Services, Inc | Wayzata | MN | 01/2019 | 11/2019 |
| Fidelity Brokerage Services, Llc | Westlake | TX | 11/2019 | 06/2021 |
| Texas Christian University | Fort Worth | TX | 09/2014 | 05/2018 |
| Arrow Electronics, Inc | Bloomington | MN | 05/2017 | 08/2017 |
| Commonwealth Financial Network | San Diego | CA | 06/2021 | Present |
Fixed insurance sales; as of 6/30/2021; 2% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-05 |
Reach out to this advisor