Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-10 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
800 Town And Country Boulevard Suite 300, Houston, TX 77024 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 03/2017 | 08/2024 |
| Td Bank | Chadds Ford | PA | 07/2015 | 03/2017 |
| West Chester University | West Chester | PA | 07/2012 | 12/2016 |
| Words To My Sistas Podcast | Philadelphia | PA | 09/2020 | 01/2021 |
| Beautifully Rooted, Llc | Philadelphia | PA | 02/2021 | Present |
| Lpl Enterprise | Houston | TX | 01/2025 | 11/2025 |
| Steward Partners Global Advisory, Llc | Houston | TX | 11/2025 | Present |
| Steward Partners Investment Solutions, Llc | Houston | TX | 11/2025 | Present |
| Steward Partners Investment Advisory, Llc | Houston | TX | 11/2025 | Present |
1) Name of Business; Beautifully Rooted LLC; City/State: Philadelphia, PA; Activity Type: Business Ownership; Position/Title: Owner; Investment-related: No; Start Date: 02/01/2021; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; Description of duties: I created hair and skin care products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-14 |
Reach out to this advisor