Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Trophy Club, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Threads | Southlake | TX | 05/2023 | 08/2023 |
| Lululemon | Fort Worth | TX | 03/2021 | 12/2021 |
| Fidelity Investments | Westlake | TX | 07/2024 | Present |
| Haven Dental | Southlake | TX | 08/2020 | 02/2021 |
| Snooze A.M Eatery | Dallas | TX | 06/2020 | 06/2020 |
| Self- Employed | Westlake | TX | 01/2014 | 07/2024 |
| Spenga (Southalke & Flower Mound) | Southlake | TX | 03/2021 | 05/2021 |
| Great Wolf Lodge | Grapevine | TX | 07/2020 | 08/2020 |
| Texas Tech Civil Engineering | Lubbock | TX | 01/2023 | 05/2023 |
| Club Pilates | Colleyville | TX | 06/2024 | 06/2024 |
| Cyclebar Southlake | Southlake | TX | 11/2018 | 01/2019 |
| Amazing Lash Studio | Fort Worth | TX | 03/2021 | 03/2021 |
| Sitting Made Simple | Dallas | TX | 08/2019 | 05/2024 |
| Trophy Club Country Club | Trophy Club | TX | 01/2019 | 05/2019 |
| Starbucks Coffee Company | Southlake | TX | 03/2018 | 11/2018 |
| Favor - App | Trophy Club | TX | 02/2021 | 02/2021 |
| Texas Tech Orientation Services | Lubbock | TX | 09/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-12 |
Reach out to this advisor