Best Investors
Account
Sign in
16427 North Scottsdale Road Suite 410, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
16427 North Scottsdale Road Suite 410, Scottsdale, AZ 85254 • United States
5956 Sherry Lane 20Th Floor, Dallas, TX 75225 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascent Capital Partners | Dallas | TX | 03/2026 | Present |
| Third-Party Solutions | Plano | TX | 10/2017 | 01/2021 |
| Swift Solutions Llc | Plano | TX | 01/2021 | Present |
| University Of Michigan | Flint | MI | 08/2014 | 05/2017 |
| The Catholic University Of America | Washington | DC | 08/2018 | 05/2019 |
| Unemployed | Plano | TX | 06/2017 | 07/2018 |
Swift Solutions LLC, non-investment related, Plano, TX Realtor/CEO Real estate agent since Jan 2021 1 hour during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-11 |
Reach out to this advisor