Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-02 |
Branch Locations
700 N. St. Mary's Street Suite 100, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exencial Wealth Advisors | San Antonio | TX | 04/2016 | 12/2018 |
| South Texas Money Management | San Antonio | TX | 01/2019 | 09/2019 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 09/2019 | Present |
Name: San Antonio Area Foundation Address: 155 Concord Plaza Dr. Suite 301 San Antonio, TX 78216 Not Investment Related Nature: Foundation/Charitable Institution Position/Title: Board Member Start: 01/01/2023 Hours/Month: 3 Hours during Market Hours: 1 Duties: serve on the board, stipend provided
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-12-12 |
Reach out to this advisor