Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Fort Worth | TX | 05/2014 | 09/2016 |
| Park Ave Securities | Fort Worth | TX | 09/2014 | 11/2016 |
| Massachusetts Mutual Life Insurance Co | Houston | TX | 09/2016 | 12/2020 |
| Mml Investors Services, Llc | Houston | TX | 10/2016 | 12/2020 |
| Diamond Client Group | The Woodlands | TX | 08/2020 | 07/2021 |
| Peak Brokerage Services, Llc | Jupiter | FL | 06/2021 | 07/2021 |
| Jkm Strategic | The Woodlands | TX | 01/2018 | 08/2020 |
| Tec Porting | Aubrey | TX | 07/2021 | 05/2022 |
| Unemployed | Denton | TX | 05/2022 | 12/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-23 |
Reach out to this advisor