Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-18 |
Branch Locations
1950 N Stemmons Fwy, Dallas, TX 75207 • United States
5905 E Galbraith Rd Workplace Benefits, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Urban Air | Southlake | TX | 12/2018 | 12/2018 |
| Lush Cosmetics | Southlake | TX | 01/2019 | 07/2019 |
| Carmax | Denton | TX | 12/2019 | 03/2020 |
| Glo Tanning (Mega Tan Llc) | Fort Worth | TX | 10/2020 | 06/2021 |
| Unemployed | Fort Worth | TX | 05/2021 | 07/2021 |
| Fidelity Investments | Westlake | TX | 07/2021 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 08/2024 | Present |
| Byron Nelson High School | Trophy Club | TX | 08/2014 | 05/2019 |
| University Of North Texas | Denton | TX | 01/2020 | 05/2021 |
| Georgetown University | Washington | DC | 08/2023 | 06/2024 |
| V&A Oil Inc. | Southlake | TX | 04/2022 | 03/2023 |
| Charles Schwab | Austin | TX | 03/2023 | 07/2023 |
| Fisher Investments | Plano | TX | 10/2023 | 06/2024 |
| Fisher Retirement Services | Plano | TX | 07/2024 | 07/2024 |
| Southwestern University | Georgetown | TX | 08/2019 | 11/2019 |
| Richemont North America, Inc | Fort Worth | TX | 10/2022 | 11/2022 |
| Coverage Concepts Llc | Hurst | TX | 01/2023 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-17 |
Reach out to this advisor