Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-18 |
| AZ | RA | APPROVED | 2025-10-30 |
| AR | RA | APPROVED | 2025-10-24 |
| TX | RA | APPROVED_RES | 2025-10-23 |
| CA | RA | APPROVED | 2024-05-07 |
Branch Locations
3801 University Ave Suite 220, Riverside, CA 92501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 09/2015 | 03/2017 |
| Stira Capital Markets Group Llc | Irvine | CA | 04/2017 | 07/2018 |
| Steadfast Companies | Irvine | CA | 04/2017 | 07/2018 |
| Centaurus Financial, Inc. | Anaheim | CA | 07/2018 | 04/2024 |
| Valic Financial Advisor Inc | Houston | TX | 05/2024 | Present |
| Agia | Houston | TX | 05/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Meet with clients to determine financial position SWIMPLY - ROSEWATER POOL & SPA POSITION: homeowner NATURE: I am listing my swimming pool as a side gig/hobby, hoping for some supplemental income. This is the first year I'm doing this, I don't know if I'll make 20k which is the minimum needed to generate a 1099 at the end of the year. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2024 ADDRESS: 419 Choctaw Place, Placentia CA 92870, United States DESCRIPTION: The only real duty is to ensure the swimming pool and backyard are kept clean and between bookings. RENTAL PROPERTY - ADU POSITION: owner NATURE: I have just completed a garage conversion aka junior ADU of my garage. the city has approved it and I plan to post it up for rent once it is completed. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2026 ADDRESS: 419 Choctaw Pl., Placentia CA 92870, United States DESCRIPTION: this is passive income, I will receive rent in exchange for a 2 bedroom JADU unit. HOST- TO EXCHANGE STUDENT POSITION: owner NATURE: I will be hosting a foreign exchange student in my home from time to time. the time is temporary ranging from 5 days to 1 month. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2026 ADDRESS: 419 Choctaw Pl., Placentia CA 92870, United States DESCRIPTION: I will be providing a home for the foreign exchange student. I will take him to school in the morning and pick him up after school. most activities are outside of business hours, (evenings, dinner and early breakfast) during the weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-30 |
Reach out to this advisor