Best Investors
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Account
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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
Branch Locations
3108 N. Lamar Boulevard Suite B100, Austin, TX 78705 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aaron Family Jewish Community Center Of Dallas | Dallas | TX | 06/2018 | 08/2020 |
| Modassic Group | Richardson | TX | 09/2019 | 01/2020 |
| Prosperity Bank | Lubbock | TX | 02/2022 | 07/2022 |
| Evensky & Katz / Foldes Wealth Management | Lubbock | TX | 11/2022 | 08/2023 |
| Lake Ridge Country Club | Lubbock | TX | 11/2023 | 05/2024 |
| Home Depot | Lubbock | TX | 06/2021 | 08/2021 |
| Full Time Education | Richardson | TX | 08/2016 | 06/2020 |
| Full Time Education | Lubbock | TX | 08/2020 | 06/2024 |
| Charles Schwab & Co., Inc | Westlake | TX | 06/2024 | 12/2025 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-07 |
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