Best Investors
Account
Sign in
Best Investors
Account
Sign in
Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Iowa City | IA | 07/2016 | 07/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2019 | 03/2019 |
| Unemployed | White Plains | NY | 03/2019 | 06/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2018 | 03/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2019 | 01/2021 |
| Northwestern Mutual Investment Services Llc | Dallas | TX | 06/2019 | 01/2021 |
| Northwestern Mutual Investment Services | White Plains | NY | 07/2018 | 03/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2019 | 01/2021 |
| Unemployed | Dallas | TX | 01/2021 | 09/2021 |
| Comprehensive Financial Planning For Doctors, Llc | Dallas | TX | 09/2021 | 03/2022 |
| Comprehensive Financial Planning For Doctors, Llc | Frisco | TX | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-24 |
Reach out to this advisor