Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-02 |
| CA | RA | APPROVED | 2024-05-01 |
| MI | RA | APPROVED | 2024-05-01 |
Branch Locations
4167 Avenida De La Plata Suite 102, Oceanside, CA 92056 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 07/2020 | Present |
| Michelle Bennett: Allstate Insurance | Jacksonville | NC | 01/2014 | 03/2017 |
| Allstate: Suncoast Agency | Arroyo Grande | CA | 03/2017 | 05/2019 |
| The Okonite Company | Santa Maria | CA | 05/2019 | 06/2020 |
| Founder Shield | Coopersville | MI | 06/2025 | Present |
Name of the other business: Founder Shield Whether the business is investment-related: No Address of the other business: Coopersville, MI Nature of the other business: Other OBA Your position, title, or relationship with the other business: Associate Client Manager The start date of your relationship: Jun 11, 2025 The approximate number of hours/month you devote to the other business: 21 to 40 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Client customer service, processing paperwork, answering questions, etc..
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-12 |
Reach out to this advisor