Best Investors
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Account
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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
15725 Dallas Parkway Suite 600, Addison, TX 75001 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisor, Llc | New York | NY | 06/2023 | 01/2024 |
| Papa Gallo'S Mexican Grill | Celina | TX | 08/2022 | 07/2023 |
| Texas Roadhouse | El Cajon | CA | 10/2021 | 07/2022 |
| Big 5 Sporting Goods | San Diego | CA | 08/2020 | 10/2021 |
| San Diego State University | San Diego | CA | 08/2018 | 05/2022 |
| Carl's Jr. | Simi Valley | CA | 12/2017 | 06/2018 |
| Royal High School | Simi Valley | CA | 08/2014 | 06/2018 |
| Allworth Financial | Addison | TX | 09/2025 | Present |
| Aw Securities | Addison | TX | 09/2025 | Present |
| Southern Scoops Llc | Mckinney | TX | 03/2024 | 06/2025 |
TEXAS ASSOCIATION OF SPORTS OFFICIALS - COLLIN COUNTY BASEBALL UMPIRES ASSOCATION; UMPIRE; NOT INVESTMENT RELATED; 1221 W CAMPBELL RD STE 141 RICHARDSON, TX 75080; SINCE 7/2024; 10-30 HRS/MONTH, NONE DURING SECURITIES TRADING HOURS; UMPIRE FOR HIGH SCHOOL BASEBALL ON WEEKENDS Rental Income - 1616 Camero Dr, Carrollton, Texas - not investment related and no time spent on this - 4/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
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