Best Investors
Account
Sign in
Best Investors
Account
Sign in
4141 Office Parkway, Dallas, TX 75204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ims Securities, Inc. | Houston | TX | 01/2003 | 11/2017 |
| Ims Financial Advisors, Inc. | Houston | TX | 01/2002 | 02/2018 |
| Upspring Capital Llc | Dallas | TX | 02/2018 | Present |
| Calton & Associates, Inc. | Dallas | TX | 11/2017 | 02/2018 |
| Portnoy Capital Management Dba Efficient Storage Solutions | Dallas | TX | 11/2003 | Present |
| Precision Metal Fabrication, Llc | Dallas | TX | 11/2013 | Present |
DAVID PORTNOY MAY RECOMMEND INSURANCE PRODUCTS AND MAY ALSO, AS AN INDEPENDENT INSURANCE AGENT, SELL THOSE RECOMMENDED INSURANCE PRODUCTS TO CLIENTS; INVESTMENT RELATED, SALE OF NON-VARIABLE INSURANCE PRODUCTS, INSURANCE AGENT, START DATE: 2004, 1 HR/WK, DURING TRADING HRS. PRECISION METAL FABRICATION, 1215 INDUSTRIAL DRIVE, ROYSE CITY, TX 75189, NON-INVESTMENT RELATED, METAL FABRICATION, OWNER/CHAIRMAN, START DATE: 11/20/2013, 5 HRS/WK, 2 HRS DURING TRADING HRS. Portnoy Capital Management DBA EFFICIENT STORAGE SOLUTIONS, 11700 PRESTON RD., SUITE 660-510, DALLAS, TX 75230, OWNER, NON-INVESTMENT RELATED, SALES OF MATERIAL HANDLING EQUIPMENT, START DATE: November 2003, 9 HRS/WK, 3 HRS DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-04 |
Reach out to this advisor