Best Investors
Account
Sign in
Best Investors
Account
Sign in
12 Greenway Plaza Suite 1115, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| VA | RA | APPROVED | 2022-03-03 |
| TX | RA | APPROVED | 2021-03-25 |
Branch Locations
12 Greenway Plaza Suite 1115, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Strategy & Investment Group Llc | London | 04/2016 | 11/2017 | |
| Pop Taco Ltd | London | 11/2017 | 04/2018 | |
| Invesco | Houston | TX | 04/2018 | 03/2020 |
| Refinitv | Houston | TX | 03/2020 | Present |
| Analog Capital Partners Llc | Houston | TX | 11/2020 | Present |
Account Manager; Refinitiv; Investment Related: No; Location: 1201 Fannin St Houston, TX 77002; Description of the business: Refinitiv licenses and markets data products and services.; Responsibilities Duties: Mr Adams is an account manager.; Start date with business: 2020-03-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 50.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-11 |
| S66 | Uniform Combined State Law Examination | 2004-09-21 |
Reach out to this advisor