Best Investors
Account
Sign in
Best Investors
Account
Sign in
5550 Granite Parkway Suite 180, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
5550 Granite Parkway Suite 180, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Dallas | TX | 10/2023 | 01/2024 |
| Mml Investors Services Llc | Dallas | TX | 01/2024 | 10/2024 |
| Bell Flight | Fort Worth | TX | 05/2023 | 08/2023 |
| Aspen Group | Murphy | TX | 05/2021 | 08/2022 |
| Napoli's Italian Restaurant | Allen | TX | 05/2019 | 08/2020 |
| Roman Cucina | Allen | TX | 05/2018 | 08/2018 |
| Lovejoy High School (Isd) | Lucas | TX | 08/2016 | 05/2020 |
| Texas A&M University | College Station | TX | 08/2020 | 12/2023 |
| Parkway Wealth Management Group | Plano | TX | 04/2025 | Present |
| Raymond James Financial Services, Inc. | Plano | TX | 03/2025 | 03/2025 |
| Raymond James Financial Services Advisors, Inc. | Plano | TX | 03/2025 | 03/2025 |
| Unemployed | Dallas | TX | 10/2024 | 03/2025 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 04/2025 | Present |
(1) Separately licensed as an independent insurance agent via One Insurance Solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-24 |
Reach out to this advisor