Best Investors
Account
Sign in
Best Investors
Account
Sign in
Shavano Park, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup/Citibank | New York | NY | 07/2022 | 02/2025 |
| U.S. Army | Fort Rucker | AL | 05/2014 | 05/2022 |
| Citigroup Global Markets Inc. | New York | NY | 07/2022 | 02/2025 |
| J.P. Morgan Securities Llc | Seattle | WA | 03/2025 | 11/2025 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 03/2025 | 11/2025 |
| Start.COop Consultant Network | New York | NY | 04/2022 | 12/2024 |
| Barkada Fund | New York | NY | 07/2013 | 06/2024 |
| Money Positive | Austin | TX | 12/2025 | Present |
| The Boeing Company | Seattle | WA | 03/2026 | Present |
(1) Licensed insurance agent offering insurance products. (2) The Boeing Company; not investment-related; P. O. Box 3707, Mailcode 6X5-17, Seattle, WA 98124; Maintenance Engineer; 3/2026; 32 hrs/month (only 1 during trading hours); Engineering Review - Flight and Technical Publications.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-14 |
Reach out to this advisor