Best Investors
Account
Sign in
Best Investors
Account
Sign in
Colleyville, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People 2.0 | King Of Prussia | PA | 03/2025 | Present |
| American First Finance | Coppell | TX | 09/2019 | 01/2025 |
| Ace Cash Express | Irving | TX | 05/2018 | 09/2019 |
| D.R. Horton | Arlington | TX | 02/2014 | 05/2018 |
| Bard Investment Group, Llc | Colleyville | TX | 05/2025 | Present |
* the name of the other business; 1100 Trinity Mills Condominium Owners Association * whether the business is investment-related; This is not investment-related. * the address of the other business; 1100 W Trinity Mills Rd Suite #150, Carrollton TX, 75006 * the nature of the other business; Residential condominium owners association (HOA/COA) * your position; Vice President & Treasury Volunteer and non-paid * title, or relationship with the other business; Volunteer Board Member * the start date of your relationship; 10/25/2024 * the approximate number of hours/month you devote to the other business; 2-4 hours per month * the number of hours you devote to the other business during securities trading hours; 0-1 hours * and briefly describe your duties relating to the other business; Servers as a board member of the condo community matters, attending monthly meeting, communicate with other board members and support administrative decisions. This is a volunteer position and no investment-related activities is performed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-27 |
Reach out to this advisor