Best Investors
Account
Sign in
Best Investors
Account
Sign in
5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adviceperiod, Llc | Los Angeles | CA | 12/2014 | 10/2016 |
| Rsm Us Wealth Management Llc | Los Angeles | CA | 10/2016 | 03/2022 |
| Mariner Platform Solutions | Wimberley | TX | 03/2022 | Present |
| Jooy Wealth | Wimberley | TX | 04/2022 | Present |
JOOY WEALTH; WIMBERLEY, TX; MANAGING DIRECTOR; OFFERING INVESTMENT ADVISORY SERVICES THROUGH MARINER PLATFORM SOLUTIONS; START DATE 04/2022; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. Wimberly ISD School Board; not investment-related; elected position oversees superintendent, budget, policies, etc., start date: 12/2022; 5 hrs/month; 1 hr/month during securities trading hours. JOOY Consulting, LLC; not investment-related; Wimberley, TX; Business Consulting; Founder & CEO; start date: 2/15/2025; 40 hrs/month and during securities trading hours. Koinonia Partners, LLC; investment related; Wimberley, TX; owner; start date 2/1/26; 10 hours /month, 0 during trading hours; commercial real estate entity
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-22 |
| S66 | Uniform Combined State Law Examination | 2001-07-06 |
Reach out to this advisor