Best Investors
Account
Sign in
Best Investors
Account
Sign in
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Round Rock | TX | 10/2012 | 06/2018 |
| Oppenheimer & Co. Inc | Austin | TX | 06/2018 | 10/2022 |
| Best Buy | Austin | TX | 10/2022 | 10/2023 |
| Lpl Financial Llc | Austin | TX | 11/2023 | 04/2025 |
| Austin Telco | Austin | TX | 11/2023 | 04/2025 |
| Edelman Financial Engines | Santa Clara | CA | 08/2025 | Present |
| Unemployed | Austin | TX | 04/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-21 |
Reach out to this advisor