Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-23 |
Branch Locations
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dsd Energy | Southlake | TX | 07/2013 | 10/2023 |
| Dallas Isd | Dallas | TX | 08/2013 | 08/2023 |
| Fidelity | Westlake | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-20 |
Reach out to this advisor