Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-11-16 |
Branch Locations
1509 Emerald Pkwy, College Station, TX 77845 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | College Station | TX | 11/2012 | Present |
| Bank Of America, N.A. | College Station | TX | 01/2013 | Present |
COLLEGE STATION TASO COLLEGE STATION, TX 77845-HIGH SCHOOL BASKETBALL REFEREE FROM 11/02 THRU UNKNOWN-NON INVESTMENT RELATED-24 HOURS PER MONTH 0 DURING TRADING HRS I*65834For profit or not for profit: For-Profit Organization Name of outside business organization: Camp Creek Aggie Partners, LLC Investment related: N Address of business: College Station, TX 77845 Position, title, association: Owner, Start date of relationship: 8/2/2013Number of hours devoted: 1 hou Monthly Number of hours devoted during trading hours: 0 Duties: partnership to buy vacation property I*2675275, Entity Type: For Profit, Name of OBA: Texas Twisters, Address: College Station, TX 77845, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee State Date: 07/31/2025, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: Play and sing in the band Music band I*3279271 Entity Type: Fiduciary role Name of OBA: J. R. Address: Bryan, TX 77807 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/04/2025 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Power of Attorney/Mother
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-09 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-09 |
Reach out to this advisor