Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-27 |
Branch Locations
401 E. Sonterra Blvd., #100, San Antonio, TX 78258 • United States
116 West Blanco Road, #204, Boerne, TX 78006 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Antonio | TX | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 03/2018 |
| Raymond James & Associates | San Antonio | TX | 03/2018 | Present |
(1)Name of Business: ESAC Properties, Ltd Address: 10232 Johns Rd, Boerne, TX, 78006, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 10/06/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental house 10232 Johns Rd. Boerne, TX 78006. My wife and I are the sole owners (2)Name of Business: G Bar Ranch Properties, Ltd Address: 10232 Johns Rd, Boerne, TX, 78006, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/10/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management of land, rentals (4420 26th Lubbock, TX 79410, 2623 32nd Lubbock, TX 79410), minerals and livestockMy wife and I are the sole owners (3)Name of Business: Gatlins Ranch Address: 10232 Johns Rd., Boerne, TX, 78006, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 07/15/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Real Estate License Address: 10232 Johns Rd, Boerne, TX, 78006, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 01/31/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None, inactive, simply have for my own personal real-state dealings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-07 |
Reach out to this advisor