Best Investors
Account
Sign in
Best Investors
Account
Sign in
Ft. Worth, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED | 2023-05-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Dallas | TX | 11/2006 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 11/2017 | 02/2023 |
| Jpmorgan Securities, Llc. | Dallas | TX | 11/2017 | 02/2023 |
| Stroud Investment Consulting, Llc | Ft. Worth | TX | 02/2023 | Present |
INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-06 |
Reach out to this advisor