Best Investors
Account
Sign in
Best Investors
Account
Sign in
1560 E Southlake Blvd. Suite 100, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-05 |
Branch Locations
1560 E Southlake Blvd. Suite 100, Southlake, TX 76092 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly Wwk Wealth Advisors) | Southlake | TX | 10/2011 | 12/2019 |
| Strategic Financial Concepts (Formerly Fwpam) | Southlake | TX | 10/2011 | 10/2024 |
| One Xvi Wealth, Llc | Southlake | TX | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-09 |
Reach out to this advisor