Best Investors
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Account
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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-19 |
Branch Locations
807 Las Cimas Pkwy Bldg 2, Suite 275, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Round Rock | TX | 08/2025 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Round Rock | TX | 08/2025 | 09/2025 |
| Realized Financial | Austin | TX | 12/2023 | 08/2025 |
| Realized Financial, Inc. | Austin | TX | 12/2023 | 08/2025 |
| Dalmore Group Llc | Denver | CO | 03/2023 | 08/2023 |
| Phoenix Capital Group Holdings, Llc | Denver | CO | 03/2023 | 08/2023 |
| Unemployed | Denver | CO | 08/2022 | 02/2023 |
| Thermo Development Inc | Denver | CO | 01/2017 | 08/2022 |
| Fantasy Folios Llc | Dallas | TX | 01/2014 | 12/2016 |
| Mml Investors Services, Llc | Springfield | MA | 11/2025 | Present |
| Massmutual Life Insurance Co | Springfield | MA | 11/2025 | Present |
| Unemployed | Austin | TX | 09/2025 | 11/2025 |
| Unemployed | Denver | CO | 08/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-15 |
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