Best Investors
Account
Sign in
Best Investors
Account
Sign in
12222 Merit Dr Suite 1390, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2006-02-17 |
| TX | RA | APPROVED | 2004-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maplewood Investment Advisors, Inc. | Dallas | TX | 11/1999 | Present |
| Miai, Inc. | Dallas | TX | 02/2004 | Present |
| Integrated Advisors Network, Llc | Palos Verdes | CA | 02/2022 | 09/2022 |
Director of Blanche Stanley Foundation since 11/2013-spends less than 1% of time per month and assists in managing the assets of the foundation. Maplewood Investments, Inc. (BD) and MIAI, Inc. (RIA). Both businesses are investment-related. Both businesses are 12222 Merit Drive, Suite 1390, Dallas, TX 75251. Maplewood Investments, Inc began in 11/1999. I am the President, CEO, and a Registered Rep. 120 hours per month devoted to this business and 4-6 hours are devoted during trading hours. MIAI began in 8/2002. I am President of MIAI and an Investment Advisor Representative. 120 hours per month devoted to this business and 4-6 hours are devoted during trading hours. My duties are assisting client with investments. Integrated Advisors Network-Investment Related Advisory Firm 8117 Preston Road, Ste 300, Dallas, TX 75225 Began 2/2022 as an Independent Investment Advisor Representative. 40 hours per month devoted to this business and 1 hour is devoted during trading hours. The duties will include assisting clients with investments. As of 9/2022 closed relationship. No business occurred.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-05 |
Reach out to this advisor