Best Investors
Account
Sign in
Best Investors
Account
Sign in
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-18 |
Branch Locations
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
60 State Street, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sovereign Assett Management Llc | Boston | MA | 04/2006 | 11/2024 |
| John Hancock Funds, Llc | Boston | MA | 04/2006 | 11/2024 |
| John Hanock Advisors Llc | Boston | MA | 04/2006 | 11/2024 |
| John Hancock Distributors Llc | Boston | MA | 03/2013 | 11/2024 |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | 11/2024 |
| Victory Capital Services, Inc. | Brooklyn | OH | 08/2025 | Present |
| Victory Capital Management Inc. | San Antonio | TX | 08/2025 | Present |
| Unemployed | Boston | MA | 11/2024 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-20 |
Reach out to this advisor