Best Investors
Account
Sign in
Best Investors
Account
Sign in
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-10 |
| GA | RA | APPROVED | 2018-09-14 |
| AL | RA | APPROVED | 2012-11-30 |
Branch Locations
Birmingham, AL • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 11/2012 | Present |
the name of the other business; HEATHER HOMEOWNERS ASSOCIATION whether the business is investment-related; NO the address of the other business; BIRMINGHAM, AL the nature of the other business; HOMEOWNERS ASSOCIATION your position; DIRECTOR title, or relationship with the other business; DIRECTOR the start date of your relationship; 05/10/2023 the approximate number of hours/month you devote to the other business; 1 - 5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Architectural Committee and Homeowners director-meet once per month physically or virtually for one hour to discuss hoa issues related to covenants, maintenance, approvals and notifications to homeowners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-30 |
Reach out to this advisor