Best Investors
Account
Sign in
Best Investors
Account
Sign in
4425 Plano Parkway Suite 804, Carrolltron, TX 75010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-03-09 |
Branch Locations
4425 Plano Parkway Suite 804, Carrolltron, TX 75010 • United States
4 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 |
|---|---|---|---|---|
| The Helix Financial Group, Llc | Irving | TX | 03/2007 | Present |
| Self-Employed | Irving | TX | 07/2004 | Present |
THE HELIX FINANCIAL GROUP ALSO SELLS INSURANCE PRODUCTS AND HAS DONE SO SINCE ITS INCEPTION IN MARCH, 2007.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-09 |
Reach out to this advisor