Best Investors
Account
Sign in
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-23 |
Branch Locations
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
8150 N. Central Expressway Suite 875, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital | Irving | TX | 11/2017 | 09/2018 |
| Southern Methodist University | Plano | TX | 01/2017 | 12/2017 |
| Capital One | Plano | TX | 05/2010 | 01/2017 |
| N/A | Lewisville | TX | 01/2017 | 11/2017 |
| Kimball Financial Services, Llc. | Lewisville | TX | 07/2018 | 02/2022 |
| Aspire Planning Associates, Inc. | Walnut Creek | CA | 03/2019 | 01/2021 |
| Aspire Planning Associates, Inc. | Lewisville | TX | 03/2019 | 01/2021 |
| Facet Wealth | Lewisville | TX | 01/2021 | 01/2022 |
| Facet Wealth | Baltimore | MD | 04/2021 | 01/2022 |
| Brighton Jones, Llc | Seattle | WA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-30 |
Reach out to this advisor