Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-30 |
| MD | RA | APPROVED | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities, Inc. | Austin | TX | 10/2020 | 06/2021 |
| Bbva Insurance Agency, Inc. | Austin | TX | 10/2020 | 06/2021 |
| Bbva Usa | Birmingham | AL | 10/2020 | 10/2021 |
| Unemployed | Austin | TX | 08/2019 | 10/2020 |
| Suntrust Bank | Washington | DC | 06/2018 | 08/2019 |
| Suntrust Investment Services, Inc. | Washington | DC | 06/2018 | 08/2019 |
| Pnc Bank | Marriottsville | MD | 10/2016 | 06/2018 |
| Pnc Investments | Woodstock | MD | 10/2016 | 06/2018 |
| Unemployed | Columbia | MD | 09/2016 | 10/2016 |
| Bbva Securities, Inc. | Seabrook | TX | 05/2013 | 09/2016 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 11/2010 | 09/2016 |
| Compass Bank | Birmingham | AL | 10/2009 | 09/2016 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 07/2022 | 05/2023 |
| Wells Fargo Bank, Na | Austin | TX | 07/2022 | 05/2023 |
| Pnc Bank | Austin | TX | 10/2021 | 02/2022 |
| Unemployed | Austin | TX | 02/2022 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Annapolis | MD | 06/2024 | Present |
| Unemployed | Davidsonville | MD | 05/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-12 |
Reach out to this advisor