Best Investors
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Account
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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-28 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
141 Countryside Ct., Suite 100, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa, Fsb | Colorado Springs | CO | 04/2016 | 01/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2017 | 01/2024 |
| Advocare | Plano | TX | 01/2011 | Present |
| Coppell Advisory Solutions Llc | Coppell | TX | 07/2025 | Present |
| Sullivan Financial Partners | Southlake | TX | 06/2024 | Present |
| Triad Wealth Partners | Lawrence | KS | 10/2025 | Present |
1. ADVOCARE, NOT INVESTMENT-RELATED, 2801 SUMMIT AVE, PLANO, TX 75074, FOOD/BEVERAGE PRODUCTION, ADVOCARE ADVISOR/DISTRIBUTOR, 01/01/2011, LESS THAN 20 HPM, NONE DURING TRADING HOURS, SALES OF SPORTS NUTRITION ADVICE AND SUPPLEMENTS. 2. INTERNATIONAL WEALTH MANAGEMENT DBA SULLIVAN FINANCIAL PARTNERS; 1300 NORTH WHITE CHAPEL BLVD, SUITE 200, SOUTHLAKE, TX 76092; INSURANCE AGENT SELLING FIXED INSURANCE, ANNUITIES AND FIXED INDEXED ANNUITIES; CORP; DATE STARTED 06/2024; 80 HOURS/MONTH/40 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-04 |
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