Best Investors
Account
Sign in
Best Investors
Account
Sign in
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-30 |
| TX | RA | APPROVED | 2023-06-23 |
Branch Locations
3405 W Martin L King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services, Inc | Danvers | MA | 12/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Wakefield | MA | 12/2016 | 02/2018 |
| Mml Investors Services, Llc | Wakefield | MA | 03/2017 | 02/2018 |
| Allstate Insurance Company | Danvers | MA | 03/2018 | 08/2018 |
| Sapers & Wallack | Newton | MA | 08/2018 | 03/2021 |
| Lion Street Financial | Austin | TX | 08/2018 | 03/2021 |
| Prudential Insurance Company Of America | Reading | MA | 03/2021 | Present |
| Fisher Investments | Tampa | FL | 03/2023 | Present |
| Metlife | Providence | RI | 12/2004 | 12/2016 |
| Metlife Securities Inc. | Providence | RI | 12/2004 | 12/2016 |
| Metlife Investors Distribution Company | New York City | NY | 06/2016 | 12/2016 |
| Pruco Securities, Llc. | Reading | MA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-18 |
Reach out to this advisor