Best Investors
Account
Sign in
Best Investors
Account
Sign in
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-18 |
| TX | RA | APPROVED | 2025-11-20 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tcbi Securities | Dallas | TX | 05/2024 | 05/2025 |
| Texas Capital Bank | Dallas | TX | 10/2021 | 05/2025 |
| California Mortgage Bankers Association | Sacramento | CA | 11/2019 | 10/2021 |
| California Society Of Cpas | Sacramento | CA | 10/2017 | 11/2019 |
| Mindful Meetings | Penryn | CA | 11/2005 | 11/2016 |
| Cbre | Sacramento | CA | 05/2016 | 10/2017 |
| Hilltop Securities Inc. | Dallas | TX | 05/2025 | Present |
1] Monaco at McKinney Homeowners Association; Non-Investment Related, 4343 McKinney Ave, Dallas TX 75205, Secretary, HOA, 1 hr/mo non-business hrs, 0 hr/mo trading hrs, Secretary and Board Member of 14 unit condominium. Involves taking notes, voting as a board member on matters of the association and building maintenance. 2] Rental Property; Non-Investment Related, 4343 McKinney Ave, Dallas TX 75205, Rental Property, Owner/Landlord, 9/27/2025 Start Date, 4 hrs/mo non-business hrs, 0 hrs/mo trading hrs, Leasing of my rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-29 |
Reach out to this advisor