Best Investors
Account
Sign in
2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tolleson Wealth Management | Dallas | TX | 11/2006 | 04/2018 |
| Argent Trust | Fort Worth | TX | 04/2018 | 07/2019 |
| Tolleson Wealth Management | Dallas | TX | 08/2019 | 04/2025 |
| Versant Capital Management, Inc. | Phoenix | AZ | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-02 |
Reach out to this advisor