Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
Branch Locations
100 Lexington Street Suite Suite 100, Ft Worth, TX 76051 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Southlake | TX | 09/2014 | 04/2019 |
| B. Riley Wealth Management | Dallas | TX | 04/2019 | 05/2022 |
| D.A. Davidson | Dallas | TX | 05/2022 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 12/2025 | Present |
| Cetera Investment Advisers Llc | Fort Worth | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-29 |
Reach out to this advisor