Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
699 S. Friendswood Drive Suite 102, Friendswood, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker-Dealer, Inc. | Houston | TX | 05/2014 | 10/2017 |
| Adp Inc. | Houston | TX | 05/2014 | 10/2017 |
| Paychex, Inc. | Houston | TX | 12/2017 | 03/2019 |
| Paychex Securities Corporation | Houston | TX | 12/2017 | 03/2019 |
| Transamerica Investors Securities Corporation | Pearland | TX | 10/2023 | 04/2026 |
| Lincoln Financial Distributors | Houston | TX | 03/2019 | 10/2023 |
| Transamerica Life Insurance Company | Pearland | TX | 10/2023 | 04/2026 |
| Osaic Wealth, Inc. | Pearland | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-12 |
Reach out to this advisor