Best Investors
Account
Sign in
Best Investors
Account
Sign in
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
3001 Dallas Pkwy Suite 550, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Bala Cynwyd | PA | 06/2016 | 03/2017 |
| Mml Investors Services | Bala Cynwyd | PA | 10/2016 | 03/2017 |
| Sei Investments Distribution Co. | Oaks | PA | 04/2017 | 11/2019 |
| Sei Investments | Oaks | PA | 04/2017 | 11/2019 |
| Fisher Investments | Plano | TX | 11/2019 | 05/2020 |
| Private Client Services | Dallas | TX | 02/2021 | 10/2024 |
| Fluent Financial Llc | Addison | TX | 02/2021 | 10/2024 |
| Unemployed | Dallas | TX | 05/2020 | 02/2021 |
| Capital Advisors, Inc. | Tulsa | OK | 11/2024 | 06/2026 |
| Corient | Frisco | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-09 |
Reach out to this advisor