Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
Branch Locations
100 Crescent Court 13Th Floor, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investment/National Financial Services | Westlake | TX | 07/2008 | 09/2018 |
| Morgan Stanley | Fort Worth | TX | 08/2020 | 09/2024 |
| Parker University | Dallas | TX | 09/2018 | 01/2020 |
| Texas Tech University | Lubbock | TX | 08/2022 | 08/2024 |
| Beacon Pointe Advisors | Plano | TX | 09/2024 | 09/2025 |
| University Of Texas At Arlington | Arlington | TX | 01/2020 | 08/2020 |
| J.P. Morgan Securities Llc | Dallas | TX | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 09/2025 | Present |
Effective 9/30/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-10 |
Reach out to this advisor