Best Investors
Account
Sign in
Best Investors
Account
Sign in
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 05/2020 | 10/2020 |
| City Of North Richland Hills Nrh Centre | North Richland Hills | TX | 05/2017 | 08/2017 |
| Camp Mystic For Girls | Hunt | TX | 07/2018 | 08/2018 |
| Ymca Of The Rockies | Estes Park | CO | 05/2019 | 08/2019 |
| D-Bat Waco | Waco | TX | 01/2020 | 03/2020 |
| Baylor University Its - Business Affairs | Waco | TX | 01/2017 | 05/2020 |
| Baylor University | Waco | TX | 08/2016 | 05/2020 |
| Epiq Capital Group, Llc | Dallas | TX | 04/2022 | 03/2024 |
| Fidelity Investments | Westlake | TX | 04/2021 | 03/2022 |
| Fidelity Investments | Westlake | TX | 10/2020 | 04/2021 |
| Baker Avenue Asset Management, Lp | Southlake | TX | 03/2024 | 12/2025 |
| Facet | Baltimore | MD | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-06 |
| S66 | Uniform Combined State Law Examination | 2021-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-14 |
Reach out to this advisor