Best Investors
Account
Sign in
Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-10 |
Branch Locations
1150 State St Ste 1000, Richardson, TX 75082 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | San Antonio | TX | 06/2020 | 02/2024 |
| Sendero Wealth Management | San Antonio | TX | 08/2019 | 12/2019 |
| Jpmorgan Chase | Newark | DE | 06/2019 | 08/2019 |
| Federal Bureau Of Investigation | San Antonio | TX | 06/2018 | 05/2019 |
| St. Mary'S University Of San Antonio | San Antonio | TX | 08/2016 | 05/2020 |
| Waterloo Capital | Austin | TX | 02/2024 | 08/2025 |
| Intelligent Wealth Solutions Llc | Austin | TX | 02/2024 | 08/2025 |
| State Farm Vp Management Corp. | Richardson | TX | 10/2025 | Present |
| State Farm Insurance | Richardson | TX | 08/2025 | Present |
| State Farm Investment Management Corp | Richardson | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-16 |
Reach out to this advisor