Best Investors
Account
Sign in
Best Investors
Account
Sign in
34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
1713 Fm 685 Suite 170, Pflugerville, TX 78660 • United States
2414 Exposition Blvd S, Austin, TX 78703 • United States
14950 Avery Ranch Blvd, Austin, TX 78717 • United States
13200 N 135 Hwy Building C, Austin, TX 78753 • United States
2315 E. Anderson Lane, Austin, TX 78752 • United States
1701 W 35Th Street, Austin, TX 78703 • United States
7820 Burnet Road, Austin, TX 78757 • United States
300 W 6Th Street Suite 120, Austin, TX 78701 • United States
3801 Bee Cave Road, West Lake Hills, TX 78746 • United States
810 E. Whitestone Blvd C, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linscomb & Williams | Houston | TX | 03/2000 | 06/2019 |
| The Bank Of San Antonio Wealth Advisors | San Antonio | TX | 06/2019 | 08/2021 |
| Mariner Wealth Advisors, Llc | Austin | TX | 08/2021 | 11/2021 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 01/2022 | 04/2023 |
| Unemployed | Austin | TX | 04/2023 | 05/2024 |
| Bok Financial Private Wealth, Inc. | Austin | TX | 05/2024 | 12/2025 |
| Frost Brokerage Services | Austin | TX | 03/2026 | 08/2026 |
| Frost Investment Services | Austin | TX | 03/2026 | 08/2026 |
| Fifth Third Bank | Austin | TX | 08/2026 | Present |
| Fifth Third Securities | Austin | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-17 |
Reach out to this advisor