Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
1700 East Southlake Blvd., Southlake, TX 76092 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axiometrics | Dallas | TX | 04/2016 | 09/2016 |
| Unemployed | Coppell | TX | 10/2016 | 07/2020 |
| Us Health Advisors | Dallas | TX | 08/2020 | 01/2021 |
| The Container Store | Coppell | TX | 11/2020 | 01/2021 |
| Unemployed | Coppell | TX | 02/2021 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Carrollton | TX | 08/2022 | 11/2024 |
| Wells Fargo Bank, Na | Carrollton | TX | 08/2022 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | Southlake | TX | 12/2024 | Present |
| J.P. Morgan Securities Llc | Southlake | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-14 |
Reach out to this advisor