Best Investors
Account
Sign in
Best Investors
Account
Sign in
5000 Legacy Dr Ste 494, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-13 |
| TX | RA | APPROVED | 2025-01-13 |
Branch Locations
600 12Th St, Golden, CO 80401 • United States
5000 Legacy Dr Ste 494, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Dallas | TX | 08/2016 | 04/2020 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 04/2020 | Present |
| Xo Wealth Management | Dallas | TX | 04/2020 | 01/2025 |
| Redwood Family Wealth | Addison | TX | 01/2025 | Present |
| Redwood Family Wealth | Addison | TX | 01/2025 | Present |
Cabot Lodge Securities LLC; Investment related; Schaumburg, Illinois; Broker Dealer; Registered Representative; Start Date 04/2020; Approx 1 hour per month, none of which is during trading hours; Annuity trails.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-18 |
Reach out to this advisor