Best Investors
Account
Sign in
Best Investors
Account
Sign in
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
Branch Locations
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
2813 S. Hulen Street, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 10/2024 | 07/2026 |
| Unemployed | Fremont | CA | 06/2024 | 10/2024 |
| Harbor Light Church | Fremont | CA | 06/2022 | 06/2024 |
| The House Modesto | Modesto | CA | 06/2020 | 05/2022 |
| The House Modesto | Modesto | CA | 02/2019 | 06/2020 |
| The House Modesto | Modesto | CA | 08/2018 | 02/2019 |
| The House Modesto | Modesto | CA | 06/2016 | 08/2018 |
| Panda Express | Modesto | CA | 09/2016 | 02/2017 |
| Southeastern University | Modesto | CA | 04/2021 | 07/2022 |
| Bank Of America, N.A. | Plano | TX | 12/2024 | 07/2026 |
| Pinnacle Wealth Advisors | Fort Worth | TX | 07/2026 | Present |
I*: 2069292Name: Rental Property 1Not Investment RelatedAddress: Oakdale, CaliforniaNature: Rental PropertyYour position: Co-ownerTitle, or relationship: Co-ownerStart date:01-Sep-2023Approximate number of hours/month: 2Number of hours you devote during securities trading hours:0Briefly describe your duties: Co-owner with other family members. My responsibility is to submit rent payment. I*2178304, Entity Type: Entity For Profit, Name of OBA: Nurture Luxe LLC, Address: Fort Worth, Texas, 76137, Investment Related: N, Position, Title, Association: Other, Employee State Date: 01/31/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: My wife's Airbnb property management business. On a volunteer basis I may support with going to store to buy furniture etc Business will be owned by my wife. The LLC will be in her name. I will not be getting compensation and will just help on volunteer basis. I may have access to the business credit card as an authorized user to help make purchases at a store for her but card will be opened in her name. As of now no debit card is planned but if she does open checking account I could see her also give me authorization to use debit card to assist. If that would be an issue I can reframe from doing that.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
Reach out to this advisor