Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2021-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 04/2018 | 07/2019 |
| Apple Inc | Austin | TX | 08/2015 | 04/2018 |
| Army National Guard | Austin | TX | 03/2010 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 07/2019 | 12/2020 |
| Robinhood Financial, Llc | Southlake | TX | 12/2020 | 09/2021 |
| Baird | Dallas | TX | 09/2021 | Present |
Army National Guard | not investment related | Austin, Texas | start date 03/29/2010 | bandsperson | perform music and support military and civilian ceremonies in the state of Texas | various hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
Reach out to this advisor