Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-16 |
Branch Locations
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Antonio | TX | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 02/2024 |
| Titleist Asset Management, Llc. | San Antonio | TX | 02/2024 | Present |
MARC-ALEXANDRA INTEREST LLC, INV RELATED, SAN ANTONIO, TX, 100% OWNERSHIP WITH SPOUSE, START 1/26/2017, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, OWNER / LANDLORD FOR RENTAL PROPERTIES. MAY CAPITAL, LLC, INV RELATED, SAN ANTONIO, TX, 100% OWNERSHIP, START 6/2022, 40 HRS PER MONTH, 40 HRS DURING TRADING, DBA WITH TITLEIST ASSET MANAGEMENT. RATTLESNAKE POINT LLC, INV RELATED, SAN ANTONIO, TX, 100% OWNERSHIP, START 2/8/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TO HOLD PRIVATE STOCK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-15 |
Reach out to this advisor