Best Investors
Account
Sign in
Best Investors
Account
Sign in
900 South Capital Of Texas Ste 155, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-06 |
Branch Locations
900 South Capital Of Texas Ste 155, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning, Llc | Overland Park | KS | 02/2022 | Present |
| Unemployed | Round Rock | TX | 05/2021 | 02/2022 |
| Diversified Investment Advisors | Round Rock | TX | 06/2006 | 04/2021 |
| Diversified Investors Securities Corp. | Round Rock | TX | 06/2006 | 04/2021 |
Baseball Umpire (self employed), not investment related, umpire baseball games, started 2015, 10 hours/month, no work during securities trading hours. Dreamhome Partners, LLC., not investment-related, 203 Elmwood, Pittsburg, KS, rental homes, passive shareholder, started 2017, 1 hour/month, no work during securities trading, no business duties. Rockdale Flying Tigers, LLC; Rockdale, TX; not investment related; Vice president of Airplane Flying Club; start date 1.13.23; 1 hour per month/0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-20 |
Reach out to this advisor