Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
Branch Locations
12400 Us Hwy 290 Ste 100, Austin, TX 78737 • United States
111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephens Inc | Austin | TX | 06/2000 | 03/2018 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 01/2025 | Present |
| Wells Fargo Bank, Na | San Antonio | TX | 07/2022 | Present |
| Texas Department Of Savinds And Mortgage Lending | Austin | TX | 04/2018 | 01/2019 |
| Cadence Bank | Austin | TX | 01/2019 | 07/2022 |
RENTAL PROPERTY; INV RELATED; AUSTIN, TX; 100% OWNERSHIP; 08/2013; 1 HOUR PER MONTH; NO HOURS DURING TRADING; RENTAL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-10 |
Reach out to this advisor