Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-29 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Frisco | TX | 07/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 07/2025 | Present |
| Tpc Piper Glen | Charlotte | NC | 06/2021 | 06/2025 |
| Brier Creek Country Club | Raleigh | NC | 01/2025 | 05/2025 |
| Coca-Cola | Raleigh | NC | 08/2022 | 05/2023 |
| True Crafted Pizza | Charlotte | NC | 07/2019 | 05/2021 |
| Tiaa | Charlotte | NC | 06/2023 | 08/2023 |
| Tiaa | Charlotte | NC | 06/2024 | 08/2024 |
| North Carolina State University | Raleigh | NC | 08/2021 | 05/2025 |
| Unemployed | Charlotte | NC | 07/2015 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
Reach out to this advisor