Best Investors
Account
Sign in
Best Investors
Account
Sign in
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-05 |
| CA | RA | APPROVED | 2025-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fresno | CA | 07/2016 | 02/2025 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | 02/2025 |
| Prospera Financial Services Inc. | Dallas | TX | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2016 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-16 |
Reach out to this advisor