Best Investors
Account
Sign in
Best Investors
Account
Sign in
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-01-12 |
| ID | RA | APPROVED | 2023-12-01 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
10775 Double R Blvd #109, Reno, NV 89521 • United States
3175 E Overland Rd. #240, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbs Wealth Management, Llc | Alpharetta | GA | 07/2020 | 07/2021 |
| Freedom Retirement Services, Llc | Meridian | ID | 01/2020 | Present |
| Freedom Financial & Life, Llc | Meridian | ID | 10/2017 | 12/2019 |
| Proofpoint | Draper | UT | 11/2016 | 10/2017 |
| United States Air Force | Washington | DC | 01/2012 | 01/2020 |
| Visionary Wealth Management, Llc | Alpharetta | GA | 12/2020 | 07/2021 |
| Fire Eye | Draper | UT | 03/2016 | 05/2017 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 08/2021 | 12/2023 |
| Coppell Advisory Solutions Llc | Coppell | TX | 12/2023 | Present |
FREEDOM RETIREMENT SERVICES, LLC; INVESTMENT RELATED; OWNER/INSURANCE AGENT; INSURANCE SALES AND SERVICES; START: 01/2020; APPROXIMATELY 160 HOURS PER MONTH SPENT IN THIS PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-08 |
Reach out to this advisor