Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
4848 Loop Central Drive Suite 1005, Houston, TX 77081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Houston | TX | 12/2011 | 11/2021 |
| Principal Securities Inc | Houston | TX | 03/2016 | 11/2021 |
| Lawrence Jacobs Financial | Houston | TX | 08/2020 | Present |
| Lincoln Financial Securities Corporation | Houston | TX | 11/2021 | 01/2025 |
| Osaic Wealth, Inc. | Houston | TX | 01/2025 | Present |
1) LAWRENCE JACOBS/ADVISORS FINANCIAL GROUP 4848 LOOP CENTRAL DRIVE SUITE #1005 HOUSTON, TX 77081 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT, HEALTH, DISABILITY, LONG TERM CARE, AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES; HEALTH SAVINGS ACCOUNTS; LIFE SETTLEMENTS. START DATE: 10/2021 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 5 2)LAWRENCE JACOBS, MISSOURI CITY, TX CATEGORY: RENTAL MANAGEMENT/PROPERTY INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MANAGE VACATION RENTAL PROPERTY-52 COBIA RUN EAST, ROSEMARY BEACH, FL START DATE: 9/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-14 |
Reach out to this advisor