Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial For Lutherans | Dallas | TX | 01/2016 | 09/2020 |
| Thrivent Investment Management Inc | Allen | TX | 01/2020 | 05/2022 |
| Thrivent Financial | Appleton | WI | 01/2020 | 09/2020 |
| Thrivent Financial | Appleton | WI | 09/2020 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 05/2022 | 03/2023 |
| Bank Of America, N.A. | Dallas | TX | 05/2022 | 03/2023 |
| J.P. Morgan Securities Llc | Dallas | TX | 04/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 04/2023 | Present |
| Bcor Admin Serv Inc | Dallas | TX | 05/2022 | 05/2022 |
| Thrivent Investment Management Inc | Allen | TX | 01/2020 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-25 |
Reach out to this advisor