Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 01/2021 | 03/2024 |
| Next Level Valet | Austin | TX | 10/2017 | 01/2021 |
| Law Office Of Latius Prikryl | Austin | TX | 06/2020 | 09/2020 |
| Phi Delta Theta | Nacogdoches | TX | 05/2019 | 12/2019 |
| Stephen F Austin State University | Austin | TX | 08/2016 | 12/2020 |
| Fisher Investments | Plano | TX | 04/2024 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 10/2024 | Present |
| Bank Of America, N.A. | Austin | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-22 |
Reach out to this advisor