Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2015 | 06/2017 |
| Td Ameritrade, Inc. | Forth Worth | TX | 05/2017 | 09/2018 |
| Jp Morgan Securities, Llc | Richardson | TX | 09/2018 | 05/2023 |
| Jp Morgan Chase Bank, N.A. | Richardson | TX | 09/2018 | 05/2023 |
| Strategic Advisers Llc | Fort Worth | TX | 03/2016 | 05/2017 |
| Td Ameritrade Investment Management, Llc | Forth Worth | TX | 06/2017 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 05/2023 | Present |
| Bank Of America, N.A. | Frisco | TX | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-17 |
Reach out to this advisor