Best Investors
Account
Sign in
Best Investors
Account
Sign in
105 E. Main Street, Round Rock, TX 78664 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chi Financial Group | Austin | TX | 01/2005 | 08/2017 |
| Voya Financial Advisors | Austin | TX | 09/2014 | 07/2017 |
| Tnt Asset Management, Llc | Round Rock | TX | 08/2017 | Present |
| Celerity Advisors, Llc | Austin | TX | 08/2017 | Present |
1)INDEPENDENT INSURANCE AGENT,YES,7908 CAMERON ROAD SUITE 115, AUSTIN, TX 78754, FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,06/05/2006,160,160,SALES OF FIXED INSURANCE PRODUCTS. 2) CELERITY ADVISORS, LLC, Investment Related; 7908 Cameron Road Suite 115, Austin, TX 78754, President/Owner, 08/01/2017, For Sale of Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-16 |
Reach out to this advisor