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 | 2024-09-18 |
| WA | RA | APPROVED | 2024-09-18 |
Branch Locations
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2017 | 07/2024 |
| Gonzaga University | Spokane | WA | 09/2012 | 12/2016 |
| Unemployed | Spokane | WA | 01/2017 | 05/2017 |
| Unemployed | Irvine | CA | 06/2017 | 08/2017 |
| Fisher Investments | Camas | WA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-15 |
Reach out to this advisor