Best Investors
Account
Sign in
4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-04 |
Branch Locations
4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Institutional Securities Corp | Dallas | TX | 03/2013 | 12/2017 |
| Crescent Securities Group, Inc. | Plano | TX | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-29 |
Reach out to this advisor