Best Investors
Account
Sign in
4740 14Th Street T3, Plano, TX 75074 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S.cOm | Seattle | WA | 07/2016 | 07/2017 |
| Microsoft | Irving | TX | 07/2017 | 03/2023 |
| Cyclotron | San Francisco | CA | 06/2023 | 04/2024 |
| Microsoft | Irving | TX | 04/2024 | Present |
| Crescent Investment Solutions Llc | Plano | TX | 05/2024 | Present |
I am a Digital Technology Specialist for Microsoft. I spend 40 hours a week engaged in this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-16 |
Reach out to this advisor