Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
3 Edison Drive, Alpharetta, GA 30005 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Westlake | TX | 10/2015 | 06/2017 |
| Charles Schwab & Co., Inc. | Plano | TX | 07/2017 | 04/2022 |
| Charles Schwab Bank | Plano | TX | 07/2017 | 09/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 04/2022 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-14 |
Reach out to this advisor