Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Milner Group | Lawrenceville | GA | 10/2016 | 08/2018 |
| Liberty Mutual Insurance | Keller | TX | 12/2015 | 09/2016 |
| Mutual Of Omaha Investor Services | Irving | TX | 03/2018 | 05/2018 |
| Mutual Of Omaha Insurance Company | Irving | TX | 03/2018 | 05/2018 |
| Raymond James & Associates, Inc. | Dallas | TX | 09/2018 | 08/2020 |
| The Money Source | Dallas | TX | 06/2018 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wylie | TX | 04/2021 | 02/2022 |
| Unemployed | Glenn Heights | TX | 09/2020 | 03/2021 |
| Bank Of America Na | Wylie | TX | 04/2021 | 02/2022 |
| Valic Financial Advisors, Inc. (Aig Retirement Services) | Plano | TX | 02/2022 | 08/2022 |
| Truist Advisory Services, Inc | Dallas | TX | 09/2022 | 08/2025 |
| Truist Investment Services, Inc. | Dallas | TX | 09/2022 | 08/2025 |
| J.P. Morgan Securities Llc | Dallas | TX | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 10/2025 | Present |
| Dlh Corporation | Lancaster | TX | 02/2018 | 03/2018 |
| Unemployed | Cedar Hill | TX | 09/2025 | 09/2025 |
| Manherism Inc | Cedar Hill | TX | 05/2023 | Present |
Entity Name: ManHERism Inc Investment related: No "Address: www.manherisms.org (which is no longer online) https://www.facebook.com/manherisms/" Nature of the other business: Nonprofit Position/Title/Relationship: Owner/Partner Start Date: 05/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Founded this nonprofit; geared toward educating and equipping women entrepreneurs. Successful entrepreneurs are interviewed to provide knowledge to start up women business owners. Also workshops and breakout sessions will be held. This nonprofit is seasonal and currently dormant. Entity Name: Junior League of Dallas Investment related: No "Address: 8003 Inwood Rd Dallas, TX 75201 www.jldallas.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will serve on the board of directors as Financial VP where I will oversee the budget for the nonprofit. I do not have any insight or authority to the investments or investment committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-11 |
Reach out to this advisor