Best Investors
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Account
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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2025-09-12 |
| TN | RA | APPROVED | 2025-09-08 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
3011 Armory Drive Suite 300, Nashville, TN 37204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2021 | 08/2024 |
| Seacoast Grace Church | Cypress | CA | 01/2014 | 03/2022 |
| Rey's Test Only | Bellflower | CA | 04/2010 | 12/2017 |
| American Motorcyclist Association | Pickerington | OH | 05/2008 | Present |
| Charlie Rey Music | Lakewood | CA | 01/2011 | Present |
| Naples Pizzeria | Anaheim | CA | 04/2019 | 08/2019 |
| Corient Services Llc | Miami | FL | 09/2024 | 08/2025 |
| Corient | Columbia | TN | 09/2024 | 08/2025 |
| Level Four Financial, Llc | Dallas | TX | 09/2025 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 09/2025 | Present |
1.) CHARLIE REY MUSIC, MUSIC INDUSTRY PERFORMER, STARTED 1/1/2012, LOCATED IN COLUMBIA, TN, NO TIME DEVOTED TO THIS ACTIVITY CURRENTLY, RESIDUAL ROYALTIES CONTINUE TO BE EARNED 2.) CHARLIE REY MUSIC CHURCH WORSHIP DIRECTOR, NOT INVESTMENT RELATED, STARTED 8/1/2025, DEVOTE 10 HOURS PER WEEK OUTSIDE OF TRADING HOURS,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
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