Best Investors
Account
Sign in
801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-12 |
| AZ | RA | APPROVED | 2025-06-09 |
Branch Locations
801 Barton Springs Rd, Austin, TX 78704 • United States
Casa Grande, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2021 | 05/2025 |
| Greene Finney Llp | Mauldin | SC | 06/2020 | 05/2021 |
| North Greenville University | Tigerville | SC | 08/2017 | 06/2020 |
| Rockland Immunochemicals | Pottstown | PA | 08/2016 | 08/2017 |
| Aramark | Philadelphia | PA | 10/2017 | 03/2019 |
| Fortis Riders | Accounting Intern | SC | 10/2019 | 03/2020 |
| North Greenville University | Tigerville | SC | 09/2019 | 04/2020 |
| Kelly Services | Greenville | SC | 09/2019 | 12/2019 |
| Lmt Real Estate | Blue Bell | PA | 09/2016 | 01/2017 |
| Bank Of America, N.A. | Chandler | AZ | 06/2022 | 05/2025 |
| Root Financial Partners | Encinitas | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-19 |
Reach out to this advisor