Best Investors
Account
Sign in
Best Investors
Account
Sign in
4975 Preston Park Blvd #490, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-23 |
Branch Locations
4975 Preston Park Blvd #490, Plano, TX 75093 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ipi | Fort Worth | TX | 03/2016 | 09/2016 |
| Self Employed | Athens | TX | 10/2016 | 03/2017 |
| Jim Poe & Associates | Fort Worth | TX | 03/2017 | 12/2019 |
| Trs Advisors, Llc | Dallas | TX | 01/2018 | 12/2019 |
| Senior Retirement Planners | Fort Worth | TX | 03/2017 | 12/2019 |
| Mbl Insurance Agency (D/B/A Dfw Retirement Planners) | Fort Worth | TX | 05/2017 | 12/2019 |
| Per Stirling Capital Management, Llc | Dallas | TX | 01/2020 | 11/2021 |
| B. B. Graham & Co. Inc. | Austin | TX | 01/2020 | 08/2020 |
| Producer's Choice, Llc | Troy | MI | 01/2020 | 08/2020 |
| B. B. Graham & Co. Inc. | Austin | TX | 06/2021 | 11/2021 |
| Vann Equity Management Llc | Plano | TX | 11/2021 | Present |
1) Insurance Sales: non-investment related. 3001 Paul Street Abilene, TX 79606; Start Date: 06/2021; Fixed Annuities, Long Term Care, and Whole Life. 5 hours a month is spent on this activity during trading hours. 2) Director on the board for the Russ Martin show Listeners Foundation, a charitable organization, compensation received as investment manager, investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-02 |
Reach out to this advisor