Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
5151 San Felipe St Ste 2100, Houston, TX 77056-3727 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Houston | TX | 05/2023 | 12/2023 |
| Amegy Bank | Dickinson | TX | 04/2023 | 05/2023 |
| Unemployed | Houston | TX | 03/2022 | 03/2023 |
| Wells Fargo | Pasadena | TX | 04/2019 | 02/2022 |
| Bbva Compass | Pearland | TX | 12/2017 | 03/2019 |
| Harris County Federal Credit Union | Houston | TX | 07/2017 | 12/2017 |
| Jpm Chase | Webster | TX | 05/2017 | 07/2017 |
| T-Mobile Tpr | Houston | TX | 03/2017 | 05/2017 |
| T-Mobile | Houston | TX | 02/2015 | 03/2017 |
| Equitable Advisors, Llc | New York | NY | 03/2024 | 09/2025 |
| Unemployed | Houston | TX | 01/2024 | 03/2024 |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 04/2019 | 02/2022 |
| Fidelity Brokerage Services, Llc | Houston | TX | 05/2023 | 12/2023 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 03/2023 | 03/2023 |
| Ameriprise Financial Services, Llc | Houston | TX | 03/2026 | Present |
| Unemployed | Houston | TX | 10/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-25 |
Reach out to this advisor