Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
5801 Headquarters Dr Ste 100, Planp, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 06/2022 | 06/2023 |
| Oklahoma State University | Stillwater | OK | 08/2018 | 05/2022 |
| Bath & Body Works | Stillwater | OK | 09/2020 | 01/2021 |
| Justice - Ascena Retail | Frisco | TX | 08/2017 | 12/2020 |
| Db Tax Service | Addison | TX | 01/2016 | 05/2018 |
| Dallas Stars | Frisco | TX | 07/2017 | 08/2017 |
| Wakeland High School | Frisco | TX | 08/2014 | 06/2018 |
| Fidelity Investments | Westlake | TX | 06/2023 | 02/2025 |
| Symphony Wealth Group | Plano | TX | 02/2025 | 09/2025 |
| Kestra Private Wealth Services, Llc. | Plano | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-06 |
Reach out to this advisor