Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2026 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 05/2026 | Present |
| Life Science Logistics, Llc | Dfw Airport | TX | 05/2017 | 03/2020 |
| Fetchandcat | Duncanville | TX | 07/2019 | 11/2020 |
| New York Life | Dallas | TX | 08/2021 | 01/2022 |
| Fidelity Investments | Westlake | TX | 01/2022 | 03/2023 |
| J.P. Morgan Securities Llc | Allen | TX | 04/2023 | 07/2024 |
| Jp Morgan Chase Bank, N.A. | Allen | TX | 04/2023 | 07/2024 |
| Living Tree Services | Duncanville | TX | 12/2014 | 01/2022 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 06/2022 | 03/2023 |
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2022 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Dallas | TX | 07/2024 | 04/2026 |
| Full Time Education | Arlington | TX | 01/2018 | 05/2019 |
| Full Time Education | Dallas | TX | 07/2019 | 08/2020 |
| Full Time Education | Lynchburg | VA | 10/2022 | 05/2025 |
| Bank Of America, N.A. | Dallas | TX | 08/2024 | 04/2026 |
1) Living Tree Services | Investment Related:No|Retail|Sole Proprietor|6/1/2026|Less than 20|0|help client base with requests regarding tree/lawn care, 2) Pillar Business Solutions, LLC | Investment Related:No|Retail|Owner|8/18/2026|Less than 20|0|Pillar Business Solutions, LLC will provide non-investment-related business development and market research services to industrial and energy companies, including identifying purchasers of power-generation equipment and supporting related sales efforts. Compensation will consist of a percentage-based success fees/commissions calculated from the completed sale of industrial equipment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-24 |
Reach out to this advisor