Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2018-03-29 |
| AR | RA | APPROVED | 2018-03-28 |
| TX | RA | APPROVED | 2014-11-13 |
Branch Locations
13355 Noel Rd Division - Texas South, Dallas, TX 75240 • United States
800 Capitol St, Houston, TX 77002 • United States
Crowley, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Dallas | TX | 04/2014 | Present |
| 360 Wealth Management, Llc | Dallas | TX | 03/2014 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 10/2014 | Present |
I*90456 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ERIC WEHRMAN INVESTMENT RELATED: N ADDRESS OF BUSINESS: FORT WORTH, TEXAS 76110 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OTHER, I DO NOTHING FOR THIS INVESTMENT START DATE OF RELATIONSHIP: 8/31/2004 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I DO NOTHING. I CO SIGNED FOR THE MORTGAGE, BUT I HAVE NO INVOLVEMENT IN THIS RENTAL PROPERTY. NEVER SEEN IT. I*7628 For profit or not for profit: Name of outside business organization: Eric Wehrman Investment related: Address of business: Crowley, Texas 76036 Nature of business: , Position, title, association: , Start date of relationship: 2/19/2019 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties: I* 1816282 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: no Address of business: Joshua, TX, 76058 Nature of business: Position, title, association: Co-owner with other family members Start date of relationship: 04/30/2024 Number of hours devoted: 0 yearly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-23 |
Reach out to this advisor