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
109 South Harris Street Suite 220, Round Rock, TX 78664 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Austin | TX | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Austin | TX | 03/2017 | Present |
| Massmutual Life Insurance Company | Austin | TX | 07/2016 | Present |
| Lincoln Financial Securities | Round Rock | TX | 01/2023 | 01/2025 |
| Osaic Wealth, Inc. | Round Rock | TX | 01/2025 | Present |
1) ANDREW MOTES/REATA INSURANCE, 109 SOUTH HARRIS ST., #220 ROUND ROCK, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER HOME AND AUTO INSURANCE START DATE: 1/2023 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-22 |
Reach out to this advisor