Best Investors
Account
Sign in
Best Investors
Account
Sign in
11750 Katy Freeway, Ste 840, Houston, TX 77079 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-03 |
Branch Locations
11750 Katy Freeway, Ste 840, Houston, TX 77079 • United States
11750 Katy Freeway Suite 840, Houston, TX 77079 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2012-08-01 |
| LA | RA | APPROVED | 2009-11-10 |
| TX | RA | APPROVED | 2009-11-06 |
Branch Locations
11750 Katy Freeway Suite 840, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarity Financial, Llc Dba Ria Advisors | Houston | TX | 11/2009 | Present |
| Ria Wealth Advisors, Llc | Houston | TX | 01/2021 | 07/2025 |
| Simplevisor | Houston | TX | 10/2024 | Present |
1. the name of the other business: Alora Consulting, LLC; whether the business is investment-related: No; the address of the other business,: Same as adviser; the nature of the other business: licensed insurance agency; your position, title, or relationship with the other business: Sole Member and owner; the start date of your relationship: 2009; the approximate number of hours/month you devote to the other business: 30; the number of hours you devote to the other business during securities trading hours: 30; and briefly describe your duties relating to the other business: Owns and acts as licensed insurance agent through the LLC. 2.the name of the other business: Mack Consulting, LLC; whether the business is investment-related: No; the address of the other business,: Same as adviser; the nature of the other business: real estate investment company; your position, title, or relationship with the other business: Sole Member and owner; the start date of your relationship: 2021; the approximate number of hours/month you devote to the other business: 30; the number of hours you devote to the other business during securities trading hours: 30; and briefly describe your duties relating to the other business: real estate investing 3. RIA Insurance Agency LLC, Owner and Agent, started 3/2024, non-investment related; approximately 35 hours a month are devoted to this activity during trading hours. 10 hours a month are devoted to this activity outside of trading hours. 4. Simplevisor, Robo SEC registered investment adviser, Managing Member, CCO, started 10/2024, investment related, approximately 10 hours a month are devoted to this activity during trading hours. 10 hours a month are devoted to this activity outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-17 |
Reach out to this advisor