Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 02/2025 | Present |
| Secure Net Lease (Formerly Trivanta, Exp Realty) | Dallas | TX | 10/2013 | 01/2024 |
| Unemployed | Dallas | TX | 01/2024 | 04/2024 |
| Bluffview Properties Llc | Dallas | TX | 04/2024 | 02/2025 |
OBA-116768|OrgNmn:Tower BBHM LLC|Org Addr:Dallas,Texas,US|OBA Nature:Real Estate Property Managemen|Invst Rel:Y|Title:Sole Proprietor|Duties:Monthly Account Reconciliation for Ownership, collection of rent, occassional third party service recommendation / coordination. Broker (Bluff|StrtDt:04-01-24|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-15 |
Reach out to this advisor