Best Investors
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Account
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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-19 |
| AZ | RA | APPROVED | 2025-11-07 |
Branch Locations
63 S. Rockford Dr. Ste 100, Tempe, AZ 85288 • United States
Phoenix, AZ • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Phoenix | AZ | 03/2024 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Phoenix | AZ | 03/2024 | 08/2024 |
| Morgan Stanley | Gilbert | AZ | 08/2023 | 02/2024 |
| S & B (Wg Henschen) | Scottsdale | AZ | 05/2022 | 07/2023 |
| Arizona Care Providers | Phoenix | AZ | 06/2017 | 05/2022 |
| Arizona State University | Tempe | AZ | 08/2020 | 05/2023 |
| Office Depot Office Max | Tempe | AZ | 12/2021 | 09/2022 |
| Home Depot Inc. | Tempe | AZ | 12/2021 | 02/2022 |
| Unemployed | Phoenix | AZ | 10/2015 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 01/2025 | 11/2025 |
| Scottsdale Community College | Scottsdale | AZ | 01/2019 | 07/2020 |
| Paradis Valley Community College | Phoenix | AZ | 08/2017 | 05/2018 |
| Unemployed | Phoenix | AZ | 08/2024 | 01/2025 |
| Kestra Investment Services, Llc | Tempe | AZ | 11/2025 | Present |
| Kestra Advisory Services, Llc | Tempe | AZ | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-03 |
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