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 | 2022-12-09 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Discount Dorm Dealer Llc | Plano | TX | 01/2011 | 06/2017 |
| Fidelity Investments | Westlake | TX | 01/2016 | 06/2021 |
| Jpmorgan Chase Bank Na | Dallas | TX | 06/2021 | Present |
| Jpmorgan Securities Llc | Dallas | TX | 06/2021 | Present |
| Princeton Legacy Partners, Llc | Dallas | TX | 04/2025 | Present |
Entity Name: Princeton Legacy Partners, LLC Investment related: Yes Address: Private Residence Nature of the other business: Investments Position/Title/Relationship: Owner/Partner Start Date: 04/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I started this LLC as a vehicle to pool family capital for passive investments in private companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-22 |
Reach out to this advisor