Best Investors
Account
Sign in
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-28 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 03/2020 | Present |
| Hewlett Packard Enterprise | Plano | TX | 08/2019 | 03/2020 |
| Zippity | Boston | MA | 01/2019 | 07/2019 |
| Wellington Management Llc | Boston | MA | 12/2017 | 06/2018 |
| Northeastern University | Boston | MA | 01/2017 | 06/2019 |
| San Diego City Treasurer Tax Collector | San Diego | CA | 06/2016 | 09/2016 |
| Emmanuel College | Boston | MA | 09/2015 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-28 |
Reach out to this advisor