Best Investors
Account
Sign in
Best Investors
Account
Sign in
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
3108 N Lamar Blvd. Suite B100, Austin, TX 78705 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Austin Private Wealth, Llc | Austin | TX | 11/2015 | 12/2025 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
Real Estate Ownership; 50% owner; Single Family ; Austin, TX 78757; Not investment related; Feb 2014/Single Family ; Not investment related; March 2016/ Single Family ; 1011 Brentwood Street, Austin, TX 78757; Not investment related; June 2016; 5 hours per month not during trading hours. Business Ownership; 4th Floor Properties, LLC; 20 percent Owner;Real Estate; Austin, TX 78705;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-22 |
Reach out to this advisor