Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
1013 Long Prairie Road Suite 102, Flower Mound, TX 75022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York City | NY | 07/2019 | 01/2020 |
| Orlando's Italian Restaurant | Lubbock | TX | 11/2017 | 06/2019 |
| Kohl's | Lubbock | TX | 05/2017 | 09/2017 |
| Tapingo | Lubbock | TX | 10/2016 | 05/2017 |
| Texas Tech University | Lubbock | TX | 08/2015 | 12/2018 |
| Uber | Dallas | TX | 06/2019 | 12/2019 |
| Door Dash | Dallas | TX | 06/2019 | 12/2019 |
| Equitable Advisors, Llc | New York | NY | 01/2020 | 06/2020 |
| Td Ameritrade | Westlake | TX | 06/2020 | 06/2024 |
| The Biscuit Bar | Dallas | TX | 11/2019 | 03/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2022 | 08/2026 |
| Schwab Wealth Advisory Inc | Westlake | TX | 03/2022 | 08/2026 |
| Commonwealth Financial Network | Waltham | MA | 08/2026 | Present |
| Messett Financial | Flower Mound | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-04 |
Reach out to this advisor