Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-16 |
| CA | RA | APPROVED | 2021-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Segundo | CA | 03/2020 | Present |
| Champs Sports | Portland | OR | 11/2017 | 03/2018 |
| Nike | Beaverton | OR | 03/2018 | 10/2018 |
| Madhappy | Los Angeles | CA | 05/2019 | 07/2019 |
| Goat | Los Angeles | CA | 07/2019 | 01/2020 |
| Unemployed | Dallas | TX | 10/2018 | 05/2019 |
| Baylor University | Waco | TX | 08/2013 | 08/2017 |
| Bank Of America, N.A. | El Segundo | CA | 04/2020 | Present |
I*1559280Name of OBA:TLM Glenleigh, LLCAddress: Dallas,TexasInvestment Related:NoPosition, Title, Association:General Partner/Managing MemberEmployee Start Date:11/02/2023No Hours: 0No Hours during trading:0Duties:I am setting up this LLC to purchase a home. I*2131303, Entity Type: Entity Charitable, Name of OBA: Dallas Foundation , Address: Dallas, Texas, 75247, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 01/01/2025, No Hours: 20 Yearly, No Hours during Trading: 1 Yearly, Duties: Rising GENerosity is the peer group established by the Dallas Foundation for the next generation of changemakers-Gen X, Millennials, and Gen Z-as active partners in addressing the most pressing issues affecting our community. Rising GENerosity engages and educates the next generation of philanthropic leaders in greater Dallas with the causes they are most passionate about.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-12 |
Reach out to this advisor