Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2022 | 02/2023 |
| Whataburger | Roanoke | TX | 08/2016 | 03/2017 |
| Creighton University | Omaha | NE | 09/2017 | 12/2019 |
| Gap | Fort Worth | TX | 06/2018 | 08/2018 |
| J.CRew | Grapevine | TX | 02/2020 | 09/2020 |
| Vans | Fort Worth | TX | 11/2020 | 04/2021 |
| Lucky Brand | Southlake | TX | 11/2020 | 04/2021 |
| Charles Schwab | Westlake | TX | 03/2021 | 09/2021 |
| Unemployed | Roanoke | TX | 03/2017 | 07/2017 |
| Unemployed | Roanoke | TX | 09/2021 | 07/2022 |
| Fidelity Brokerage Services Llc | Westlake | TX | 02/2023 | 07/2026 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 07/2026 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 04/2024 | 03/2025 |
| Tiaa | Frisco | TX | 08/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-13 |
Reach out to this advisor