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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-07 |
| TX | RA | APPROVED | 2022-12-16 |
Branch Locations
5601 Granite Parkway Suite 305, Plano, TX 75024 • 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 |
|---|---|---|---|---|
| Compass Bank | Mesquite | TX | 12/1996 | 08/2021 |
| Bbva Wealth Solutions Inc. | Mesquite | TX | 10/2010 | 08/2021 |
| Bbva Securities Inc. | Dallas | TX | 05/2013 | 08/2021 |
| Pnc Investments | Dallas | TX | 08/2021 | 12/2022 |
| Hilltop Securities | Dallas | TX | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-24 |
Reach out to this advisor