Best Investors
Account
Sign in
Best Investors
Account
Sign in
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-14 |
| AR | RA | APPROVED | 2023-07-18 |
| NV | RA | APPROVED | 2023-06-27 |
| UT | RA | APPROVED | 2023-06-22 |
| AZ | RA | APPROVED | 2022-04-29 |
| NY | RA | APPROVED | 2022-04-19 |
| CO | RA | APPROVED | 2022-04-18 |
| CA | RA | APPROVED | 2021-12-01 |
| TX | RA | APPROVED | 2021-12-01 |
Branch Locations
42605 Moonridge Rd, Big Bear Lake, CA 92315 • United States
15301 Ventura Blvd Building B, Suite 410, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Big Bear Lake | CA | 11/2013 | 12/2021 |
| Hilltop Securities Inc. | Dallas | TX | 12/2021 | Present |
1) Bear Valley Church; non-investment related; Big Bear Lake, CA; Church; Finance Chair; starting 1/1/2015; 3 hr/mo; and no time during securities trading hours. 2) DOVES of Big Bear Valley; non-investment related; Big Bear Lake, CA; domestic violence education and services; Vice-Chairman; starting 1/1/2003; 4 hr/mo; no time during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-20 |
Reach out to this advisor