Best Investors
Account
Sign in
Best Investors
Account
Sign in
7000 Parkwood Blvd. Suite G300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-03-20 |
| TX | RA | APPROVED | 2017-03-14 |
Branch Locations
7000 Parkwood Blvd. Suite G300, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Plano | TX | 03/2012 | 09/2016 |
| Wave Wealth Management, Llc | Frisco | TX | 10/2016 | Present |
| Wrm Strategies | Frisco | TX | 09/2025 | Present |
1) LICENSED INSURANCE AGENT; INVESTMENT RELATED; 7000 PARKWOOD BLVD. STE G300, FRISCO, TX 75034; INSURANCE SALES; INSURANCE AGENT; IMPLEMENTATION OF INSURANCE RECOMMENDATIONS 2) WRM STRATEGIES LLC; OWNER; NOT INVESTMENT RELATED; 7000 PARKWOOD BLVD. STE G300, FRISCO, TX 75034; START: SEPTEMBER 2025; SOLEY A PASSTHROUGH FOR INSURANCE AGENT COMMISSIONS; NO HOURS ARE SPENT IN THIS CAPACITY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-18 |
Reach out to this advisor