Best Investors
Account
Sign in
145 South Wells, Ste 1301, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
145 South Wells, Ste 1301, Chicago, IL 60606 • United States
Dallas, TX • United States
8350 N. Central Expressway Suite 1800, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
8350 N. Central Expressway Suite 1800, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commerce Street Investment Management | Dallas | TX | 04/2021 | 03/2025 |
| Larry Thompson & Assoc. | Dallas | TX | 04/2011 | 12/2016 |
| Fund Evaluation Group | Dallas | TX | 12/2016 | 06/2019 |
| Guidestone | Dallas | TX | 06/2019 | 04/2021 |
| Lee Financial Company | Dallas | TX | 04/2025 | Present |
| Quincy Wells Advisors, Llc | Dallas | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-25 |
Reach out to this advisor