Best Investors
Account
Sign in
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-16 |
Branch Locations
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • UNITED STATES
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2020 | 04/2021 |
| Michigan Department Of Health And Human Services | Lansing | MI | 01/2014 | 09/2020 |
| Metroplex Christian Hockey Association | Allen | TX | 06/2013 | 12/2022 |
| Cleary University | Howell | MI | 09/2017 | 08/2019 |
| Fidelity Brokerage Services Llc | Westlake | TX | 10/2020 | 04/2021 |
| J.P. Morgan Securities Llc | Denton | TX | 05/2021 | 01/2022 |
| Jpmorgan Chase Bank, N.A. | Denton | TX | 05/2021 | 01/2022 |
| Prospera Financial Services Inc | Dallas | TX | 01/2022 | Present |
PSE Wealth Management; Investment Related - Yes; 5429 LBJ Freeway, Suite 750, Dallas, TX 75240; DBA for offering financial services; Financial Advisor; 7/2025; 160 hours per month; 160 hours per month during trading hours; providing financial planning and investment-related services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-22 |
Reach out to this advisor