Best Investors
Account
Sign in
Best Investors
Account
Sign in
Pflugerville, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-15 |
| FL | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc. | Austin | TX | 10/2003 | 03/2021 |
| Valic Financial Advisors, Inc. | Houston | TX | 03/2021 | 06/2023 |
| Elitegate Wealth, Llc | Pflugerville | TX | 07/2025 | Present |
| Unemployed | Plfugerville | TX | 07/2023 | 06/2025 |
1) EliteGate Wealth, LLC; Investment-related; Same address; Insurance sales; Licensed Insurance Agent; Approx. 10% of time during the month. 2) EliteGate Partners, LLC; Investment-related; Same address; Private equity company; Partner; Assist in deal sourcing, venture partner interviews, deal assessments, contract negotiation; Approx. 10% of time during the month. 3) CJM Ashton, LLC; Not investment-related; Same address; Corporate business consulting & social media; Owner; Job-based consulting for organizations requiring expertise and best practices in change management and project management; Approx. 5% of time during the month. 4) Integrity Auto, LLC; Not investment-related; 3333 CR 119, Suite 74, Hutto, TX 78634; Minority Owner; Investor helping the mechanic business purchase needed equipment and expand their market presence; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-22 |
Reach out to this advisor