Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 09/2023 | 02/2024 |
| Tiaa | Lewisville | TX | 09/2023 | 02/2024 |
| Finance Of America Reverse | Tulsa | OK | 11/2021 | 11/2022 |
| Guild Mortgage | San Diego | CA | 11/2020 | 11/2021 |
| Mr Cooper | Irving | TX | 02/2020 | 10/2020 |
| Metasource | Southlake | TX | 09/2019 | 11/2019 |
| Pacific Union Financial | Irving | TX | 08/2017 | 02/2019 |
| First Funding / Savoy Consulting Services, Inc. | Dallas | TX | 09/2016 | 02/2017 |
| Unemployed | Dallas | TX | 12/2022 | 09/2023 |
| Unemployed | Dallas | TX | 03/2019 | 08/2019 |
| Randstad | Dallas | TX | 05/2016 | 12/2016 |
| Mr Cooper | Irving | TX | 10/2019 | 12/2019 |
| Unemployed | Dallas | TX | 02/2017 | 08/2017 |
| Unemployed | Dallas | TX | 12/2019 | 02/2020 |
| Fidelity Investments | Westlake | TX | 06/2024 | 02/2025 |
| Lee Hollis | Garland | TX | 02/2024 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2025 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2025 | Present |
1) Demaya Womack Caregiver | Investment Related:No|1137 Rock Creek Dr|Healthcare Services|Caregiver|2024-01-10|Less than 20|0|Custodial caregiver for patient with dementia
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-15 |
Reach out to this advisor