Best Investors
Account
Sign in
4501 Cartwright Road, Suite 101, Missouri City, TX 77459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-08-02 |
| TX | RA | APPROVED | 2016-07-28 |
Branch Locations
4501 Cartwright Road, Suite 101, Missouri City, TX 77459 • United States
2 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 |
|---|---|---|---|---|
| Next Financial Group Inc | Sugarland | TX | 09/2007 | 09/2019 |
| Fogarty Wealth Management, Inc. | Missouri City | TX | 05/2016 | Present |
| Fogarty Financial Services | Missouri City | TX | 09/2007 | Present |
| Sole Proprietor | Missouri City | TX | 09/2001 | Present |
| Fogarty Investments Llc | Missouri City | TX | 05/2007 | Present |
| West Webster Lofts | Missouri City | TX | 03/2024 | Present |
| Colonial Lakes Office Park Association | Missouri City | TX | 03/2024 | Present |
1) FOGARTY FINANCIAL SERVICES POSITION: owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 250 START DATE: 09/01/2007 ADDRESS: 4501 Cartwright Road, Suite 101, Missouri City TX 77459 DESCRIPTION: OFFERING SECURITIES AND INVESTMENT ADVISORY SERVICES POSITION: owner NATURE: Insurance- Fixed Annuities; Life/Health; Long-Term Care INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 2) FOGARTY INVESTMENTS LLC POSITION: owner NATURE: REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2007 ADDRESS: 4501 Cartwright Road, Suite 101, Missouri City TX 77459 DESCRIPTION: owner (3) West Webster Lofts; No; Missouri City, TX; HOA Board; Treasurer; 03/2024; 2/ HRS MO; 2/ HRS MO (4) Colonial Lakes Office Park Association; No; Missouri City, TX: HOA Board; President; 03/2024; 2/HRS MO; 2/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-08 |
Reach out to this advisor