Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2933 West 7Th St., Fort Worth, TX 76107-2221 • United States
Crowley, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Home Contractor | Columbus | OH | 05/2019 | 08/2019 |
| Thrivent Advisor Net | Dallas | TX | 06/2021 | 12/2022 |
| Maverick Fine Western Wear | Fort Worth | TX | 05/2020 | 08/2020 |
| Texas Christian University | Fort Worth | TX | 08/2017 | 05/2021 |
| Texas Christian Univ. | Fort Worth | TX | 08/2018 | 05/2021 |
| Bart'S Cleaners | Columbus | OH | 12/2015 | 08/2018 |
| Independent Home Contractor | Columbus | OH | 05/2019 | 08/2019 |
| Planet Fitness | Granbury | TX | 01/2024 | 02/2024 |
| Fidelity Investments | Fort Worth | TX | 02/2024 | Present |
| 49 Wealth Management | Dallas | TX | 06/2021 | 12/2023 |
| Purshe Kaplan Sterling Inv | Albany | NY | 06/2021 | 12/2023 |
| Govluv | Fort Worth | TX | 09/2020 | 12/2020 |
| Bishop Watterson High School | Columbus | OH | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-30 |
Reach out to this advisor