Best Investors
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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
2911 Lake Vista Drive, Lewisville, TX 75067 • United States
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 08/2024 | 05/2026 |
| Texas Regional Bank | Denton | TX | 05/2023 | 04/2024 |
| Unemployed | Justin | TX | 05/2024 | 08/2024 |
| Zions Bancorporation N.A. | Irving | TX | 04/2019 | 04/2023 |
| Titlemax | Mckinney | TX | 01/2019 | 04/2019 |
| Unemployed | Plano | TX | 11/2018 | 01/2019 |
| Plains Capital Bank | Frisco | TX | 09/2017 | 10/2018 |
| Texans Credit Union | Plano | TX | 11/2016 | 09/2017 |
| Unemployed | Frisco | TX | 10/2016 | 11/2016 |
| Caleres-Famous Footwear | Mckinney | TX | 06/2016 | 09/2016 |
| Collin County Community College | Plano | TX | 05/2008 | 12/2023 |
| Bank Of America, N.A. | Fort Worth | TX | 04/2026 | 05/2026 |
| Equitable Advisors, Llc. | New York | NY | 05/2026 | 05/2026 |
| Miles Sawyer Wicker - Equitable Advisors | Fort Worth | TX | 05/2026 | 05/2026 |
| Unemployed | Justin | TX | 05/2026 | 08/2026 |
| Ally Invest Securities Llc | Lewisville | TX | 08/2026 | Present |
| Ally Invest Advisors | Charlotte | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-18 |
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