Best Investors
Account
Sign in
Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 03/1993 | 01/2019 |
| Jp Morgan Securities, Llc | Plano | TX | 01/2019 | 01/2024 |
| Jp Morgan Chase Bank, N.A. | Plano | TX | 01/2019 | 01/2024 |
| U.S. Bancorp Investments, Inc. | Dallas | TX | 09/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Dallas | TX | 09/2025 | Present |
| N/A | Mckinney | TX | 01/2024 | 09/2025 |
Banking and insurance securities assoc; Investment-Related; Washington DC, DC; Industry association\, 501 c 6 trade assoc; Industry or trade association (e.g., American Bankers Association); 06/01/2026; 01/month; 12yr/trading; conference planning, membership, networking, education, member engagement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-17 |
Reach out to this advisor