Best Investors
Account
Sign in
333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Discount Tire | Northglenn | CO | 06/2017 | 09/2018 |
| Sp+ | Denver | CO | 05/2019 | 04/2020 |
| Northwestern Mutual / Northwestern Mutual Inv. Svcs., Llc | Denver | CO | 05/2020 | 08/2023 |
| Mutual Of Omaha Investor Svcs., Inc. | Omaha | NE | 09/2023 | 11/2023 |
| King Soopers | Broomfield | CO | 01/2024 | 05/2024 |
| Fidelity Investments/Fidelity Brokerage Svcs, Llc/Strategic Adv. | Greenwood Village | CO | 02/2024 | 12/2025 |
| Capital Group / Capital Client Group, Inc. | San Antonio | TX | 01/2026 | Present |
| University Of Colorado | Denver | CO | 08/2018 | 05/2022 |
| Holy Family High School | Broomfield | CO | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-14 |
Reach out to this advisor