Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-31 |
Branch Locations
15021 Katy Freeway Suite 650, Houston, TX 77094 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Houston | TX | 11/2019 | 02/2020 |
| Morgan Stanley | Houston | TX | 06/2018 | 07/2018 |
| Texas State University | San Marcos | TX | 08/2015 | 05/2019 |
| Unemployed | Katy | TX | 06/2019 | 11/2019 |
| Morgan Stanley | Houston | TX | 04/2024 | Present |
| Northwestern Mutual | Houston | TX | 08/2021 | 07/2022 |
| Pnc | Houston | TX | 08/2022 | 11/2023 |
| Unemployed | Katy | TX | 11/2023 | 04/2024 |
| Unemployed | Katy | TX | 02/2020 | 08/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-26 |
Reach out to this advisor