Best Investors
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Account
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3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-22 |
Branch Locations
3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard P. Slaughter Associates | Austin | TX | 06/2018 | 01/2021 |
| Pfg Advisors | Lubbock | TX | 04/2017 | 05/2018 |
| Texas Tech University | Lubbock | TX | 01/2014 | 05/2018 |
| University Medical Center | Lubbock | TX | 07/2012 | 04/2017 |
| Raymond James Financial Services Inc. | Dallas | TX | 01/2021 | 10/2022 |
| Raymond James Financial Services Advisors | Dallas | TX | 01/2021 | 10/2022 |
| Messick Peacock & Associates | Dallas | TX | 01/2021 | 10/2022 |
| North Ridge Wealth Advisors | Beaverton | OR | 10/2022 | 02/2025 |
| Strategic Financial Planning, Inc. | Plano | TX | 03/2025 | 04/2025 |
| Lpl Financial Llc | Austin | TX | 09/2025 | 12/2025 |
| Unemployed | Plano | TX | 04/2025 | 08/2025 |
| The Fox Alliance | Austin | TX | 08/2025 | 12/2025 |
| Generational Wealth Advisors | Richardson | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-07 |
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