Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mr. Cooper | Irving | TX | 10/2019 | 07/2022 |
| Souther Star Express | Poteau | OK | 11/2018 | 09/2019 |
| American Income Life | Fort Worth | TX | 05/2018 | 10/2018 |
| University Of Colorado | Boulder | CO | 01/2015 | 12/2018 |
| Fidelity | Westlake | TX | 08/2022 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 10/2024 | Present |
| Bank Of America, N.A. | Southlake | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
Reach out to this advisor