Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-19 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon | Fort Worth | TX | 09/2016 | 07/2017 |
| Td Ameritrade Services Co., Inc | Fort Worth | TX | 10/2017 | 03/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2019 | 10/2020 |
| Td Ameritrade, Inc | Fort Worth | TX | 09/2017 | 03/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 11/2020 | 10/2021 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 11/2020 | 10/2021 |
| Citigroup Global Markets Inc | Irving | TX | 11/2021 | 01/2023 |
| Citigroup | Irving | TX | 11/2021 | 01/2023 |
| Jpmorgan Chase Bank, N.A. | Grand Prairie | TX | 03/2024 | 10/2024 |
| J.P. Morgan Securities Llc | Grand Prairie | TX | 03/2024 | 10/2024 |
| Unemployed | Fort Worth | TX | 08/2017 | 08/2017 |
| Unemployed | Fort Worth | TX | 02/2023 | 02/2024 |
| Kestra Investment Services Llc | Austin | TX | 12/2024 | Present |
| Kestra Advisory Services Llc | Austint | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-28 |
Reach out to this advisor