Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-23 |
Branch Locations
San Antonio, TX • United States
20855 Stone Oak Pkwy Floor 02, San Antonio, TX 78258 • United States
10 S Dearborn St, Chicago, IL 60603-2300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2024 | 01/2025 |
| Chick-Fil-A | Brookfield | WI | 09/2021 | 12/2023 |
| Atmos Energy | Dallas | TX | 03/2019 | 06/2021 |
| U.S. Anesthesia Partners, Inc. | Dallas | TX | 04/2018 | 03/2019 |
| United States Marine Corp | San Diego | CA | 03/2018 | 03/2018 |
| Dickey's Bbq | Forney | TX | 06/2017 | 02/2018 |
| Nielsen Construction | Red Oak | TX | 03/2017 | 06/2017 |
| American Fire Protection Group | Dallas | TX | 01/2017 | 03/2017 |
| U.S. Anesthesia Partners, Inc. | Dallas | TX | 11/2014 | 01/2017 |
| J.P. Morgan Securities Llc | San Antonio | TX | 04/2025 | Present |
| Unemployed | San Antonio | TX | 02/2025 | 03/2025 |
| Unemployed | Wauwatosa | WI | 07/2021 | 08/2021 |
| Lowe's | Forney | TX | 02/2018 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-06 |
Reach out to this advisor