Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-15 |
Branch Locations
5915 Silver Springs Bldg #4, El Paso, TX 79912 • 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 |
|---|---|---|---|---|
| Raymond James & Associates | El Paso | TX | 11/2014 | 06/2021 |
| Commonwealth Financial Network | San Diego | CA | 06/2021 | Present |
| Dodds Wealth Management Group Llc | El Paso | TX | 06/2021 | Present |
1. Fixed insurance sales; as of 06/14/2021; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Dodds Wealth Management Group, LLC a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 06/14/2021; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, CJD Investment Properties, LLC , an entity created for the purpose of buying and managing commercial real estate at 5195 Silver Springs Dr., Bldg 4, El Paso, TX 79912, as of 06/14/2021; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-26 |
Reach out to this advisor