Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-03-30 |
| IL | RA | APPROVED | 2020-03-25 |
| IA | RA | APPROVED | 2020-03-24 |
| MO | RA | APPROVED | 2020-03-24 |
| SD | RA | APPROVED | 2020-02-19 |
| OK | RA | APPROVED | 2016-04-05 |
| LA | RA | APPROVED | 2012-06-11 |
| GA | RA | APPROVED | 2010-09-20 |
| TX | RA | APPROVED | 1989-08-02 |
Branch Locations
12377 Merit Drive Suite 1500, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1. MENTAL TRAINING INC.; 13760 NOEL RD, SUITE 330, DALLAS, TX 75240; BOARD MEMBER; START DATE 2/1/2010; APPROXIMATELY 1 HOUR PER MONTH. 2. JCSBM INVESTMENTS, LLC; 1923 LAKE FOREST ROAD, GRAPEVINE, TX 76051; OWNER; START DATE 7/3/2017; APPROXIMATELY 2 HOURS PER MONTH. 3. NC ESCAPE PROPERTIES, LLC; 45 BLACKFOOT TRAIL, VICTOR, ID 83455; MEMBER - RENTAL HOME; START DATE 6/21/2021; APPROXIMATELY 1 HOUR PER MONTH. 4. EXECUTOR AND TRUSTEE OF PARENT'S ESTATE. FINANCIAL POWER OF ATTORNEY. 5. LORETO HOUSE; 1100 N BONNIE BREA STREET, DENTON, TX 76201; BOARD MEMBER; START DATE 7/1/2023; APROXIMATELY 5 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-14 |
Reach out to this advisor