Best Investors
Account
Sign in
5949 Sherry Lane Suite 1170, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-17 |
Branch Locations
5949 Sherry Lane Suite 1170, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Welch Group, Llc | Birmingham | AL | 06/2021 | 12/2022 |
| The Welch Group, Llc | Birmingham | AL | 01/2021 | 04/2021 |
| Pricewaterhousecoopers | Atlanta | GA | 01/2020 | 04/2020 |
| University Of Alabama | Tuscaloosa | AL | 08/2016 | 05/2021 |
| Lexington Hill Partners, Llc | Dallas | TX | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-19 |
Reach out to this advisor