Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-23 |
Branch Locations
15303 North Dallas Parkway Tower Ii Suite 550, Addison, TX 75001 • United States
8265 Fm 1488, Magnolia, TX 77354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mwafs, Inc. | Rock Island | IL | 05/2017 | 06/2018 |
| Modern Woodmen Of America | Rock Island | IL | 04/2017 | 07/2018 |
| Raymond James Financial Services Advisors Inc. | Sherman | TX | 07/2018 | 10/2019 |
| Landmark Bank Trust And Wealth Management | Sherman | TX | 07/2018 | 10/2019 |
| Nylife Securities Llc | Frisco | TX | 01/2020 | 04/2020 |
| New York Life Insurance Company | Frisco | TX | 12/2019 | 04/2020 |
| Eagle Strategies Llc | Frisco | TX | 01/2020 | 04/2020 |
| Department Of Treasury | Houston | TX | 04/2021 | Present |
| Guardian Life Insurance Company | Magnolia | TX | 10/2024 | Present |
| Park Avenue Securities | Magnolia | TX | 12/2024 | Present |
| Lpl | Sherman | TX | 11/2019 | 02/2022 |
| American Bank Of Texas | Sherman | TX | 08/2012 | 05/2018 |
| Modern Woodmen Of America | Sherman | TX | 10/2017 | 07/2018 |
| Guardian Life Insurance Company | Tomball | TX | 07/2025 | Present |
| Park Avenue Securities | Tomball | TX | 07/2025 | Present |
1) Live Oak Financial Management-Tax Planning and Preparation, Start date: 01/20/2025, Address: 1800 Teague Dr., Ste. 215, Sherman, TX 75092. 80 total hours per month; 32 during securities trading hours, Not Investment related; More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-05 |
Reach out to this advisor