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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-13 |
| AZ | RA | APPROVED | 2025-10-30 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
2 disclosure categories 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 |
|---|---|---|---|---|
| Port Securities, Inc. | Newport Beach | CA | 02/2014 | 03/2019 |
| Ntb Financial Corporation | Centennial | CO | 01/2020 | 01/2023 |
| Unemployed | Scottsdale | AZ | 04/2019 | 12/2019 |
| Momentum Independent Network | Dallas | TX | 01/2023 | Present |
1] McDowell Shadows 3 HOA; Non-Investment Related, 85260 Scottsdale AZ, Home Owners Association, Vice President/Board Member, 2/6/2026 Start Date, 1 hrs/mo Non-Business Hrs, 0 hrs/mo Trading Hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-25 |
Reach out to this advisor