Best Investors
Account
Sign in
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-12 |
Branch Locations
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Durango, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Evergreen | CO | 10/2013 | 07/2016 |
| Wells Fargo Clearing Services, Llc | Albuquerque | NM | 09/2022 | 02/2024 |
| Unemployed | Rio Rancho | NM | 02/2024 | 02/2025 |
| Alight Financial Solutions, | Charlotte | NC | 02/2025 | 07/2025 |
| Alight Solutions | Chicago | IL | 02/2025 | 07/2025 |
| Prospera Financial Services | Dallas | TX | 08/2025 | Present |
| U.S. Bancorp Investments, Inc. | Evergreen | CO | 07/2016 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-17 |
Reach out to this advisor