Best Investors
Account
Sign in
Best Investors
Account
Sign in
5706 Rowlett Road Ste 200, Rowlett, TX 75089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-05 |
Branch Locations
5706 Rowlett Road Ste 200, Rowlett, TX 75089 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Nest Egg Wealth Advisors | Rockwall | TX | 08/2014 | Present |
| Nestegg Wealth Advisors Llc | Rockwall | TX | 06/2016 | Present |
| Rare Coins Of New Hampshire | Rowlett | TX | 03/2019 | Present |
NESTEGG RETIREMENT GROUP - LOCATED AT 5706 Rowlett Road, #200, Rowlett, TX 75089 - INSURANCE AGENT SELLING FIXED AND EQUITY INDEXED ANNUITIES, LIFE INSURANCE SINCE 09/2010; SPEND 80 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; INVESTMENT RELATED BUSINESS. RARE COINS OF NEW HAMPSHIRE - INVESTMENT RELATED - ROWLETT, TEXAS - INDEPENDENT CONTRACTOR - SELLING GOLD AND SILVER COINS - 5 HOURS PER MONTH ALL DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-24 |
Reach out to this advisor