Best Investors
Account
Sign in
Best Investors
Account
Sign in
2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-28 |
| WA | RA | APPROVED | 2022-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascende Wealth Advisers, Inc. | Houston | TX | 02/2016 | 01/2018 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 01/2018 | 07/2018 |
| Invesco | Houston | TX | 08/2018 | 05/2019 |
| Kestra Financial, Inc. | Houston | TX | 07/2019 | 03/2022 |
| Arthur J Gallager | Houston | TX | 06/2019 | 03/2022 |
| Alaska Air Group | Seatac | WA | 01/2022 | 10/2022 |
| Triad Advisors | Norcross | GA | 10/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Houston | TX | 10/2022 | Present |
| Osaic Wealth, Inc. | Houston | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-09-17 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-09 |
Reach out to this advisor