Best Investors
Account
Sign in
Best Investors
Account
Sign in
5005 L.B.J. Freeway Suite 720, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-14 |
Branch Locations
5005 L.B.J. Freeway Suite 720, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Dallas | TX | 01/1997 | 05/2024 |
| Raymond James Financial Services Advisors, Inc | Dallas | TX | 01/2009 | 05/2024 |
| Silver Lake Capital Partners Llc | Dallas | TX | 05/2024 | Present |
| Level Four Financial, Llc | Dallas | TX | 05/2024 | 05/2024 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 07/2024 | Present |
| Adaption Financial | Oklahoma City | OK | 06/2024 | 07/2024 |
| David Malleck-Insurance Agent | Troy | MI | 07/2024 | Present |
1) David Malleck--Licensed Insurance Agent; Not investment-related; , Troy, MI, Troy, MI, we refer all insurance business to Adaption Financial, no compensation is received, Insurance Agent, 7/2024, zero hours per month, we refer all insurance business to Adaption Financial, no compensation is received 2) Silver Lake Capital Partners LLC, investment related, Dallas, TX, Investment Management, Managing Partner, 4/2024, 160 hours per month, 6 hours during trading hours, we manage the financial affairs of approx. 105 families that reside in the U.S.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-03-24 |
Reach out to this advisor