Best Investors
Account
Sign in
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-25 |
Branch Locations
600 Parker Square Suite 220, Flower Mound, TX 75028 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guidestone Financial Resources | Dallas | TX | 06/2016 | 03/2018 |
| Guidestone Financial Services | Dallas | TX | 05/2017 | 07/2023 |
| Guidestone Financial Services | Dallas | TX | 03/2018 | 07/2023 |
| Rea Financial | Coppell | TX | 07/2023 | Present |
| Guardian Financial Management | Flower Mound | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-13 |
Reach out to this advisor