Best Investors
Account
Sign in
Best Investors
Account
Sign in
3001 Dallas Pkwy Ste 750, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 09/2018 | 03/2019 |
| Rover | Dallas | TX | 07/2018 | 03/2019 |
| Turner Mangum | Houston | TX | 01/2018 | 08/2018 |
| Texas Rugby Referee | Dallas | TX | 09/2017 | Present |
| Moody Rambin | Houston | TX | 05/2017 | 01/2018 |
| University Of Houston - Downtown | Houston | TX | 08/2012 | 05/2018 |
| Wells Fargo Advisors Financial Network, Llc | Addison | TX | 03/2019 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 09/2020 | 03/2025 |
| North Italia | Houston | TX | 01/2017 | 05/2017 |
| Wpwealth Llp | Dallas | TX | 03/2025 | Present |
TEXAS RUGBY REFEREE ASSOCIATION; NOT INVESTMENT RELATED; AUSTIN,TX; REFEREE; START DATE 08/01/2017; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; REFEREE RUGBY GAMES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-03 |
Reach out to this advisor