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 | 2023-08-29 |
Branch Locations
2802 Flintrock Trace Suite 208, Austin, TX 78738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors | Franklin | TN | 02/2008 | 08/2023 |
| Osaic | San Antonio | TX | 08/2023 | Present |
1. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC POSITION: Wealth Management Fiduciary NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2023 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 2. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC - FIXED INSURANCE POSITION: Wealth Management Fiduciary NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2023 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-07 |
Reach out to this advisor