Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-11 |
Branch Locations
3700 N Capital Of Texas Hwy, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Austin | TX | 07/2010 | 01/2017 |
| Wells Fargo Advisors Llc | Austin | TX | 07/2011 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 01/2017 | 06/2018 |
| Bank Of America, N.A. | Austin | TX | 02/2017 | 06/2018 |
| Jp Morgan Chase, N.A. | Austin | TX | 06/2018 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 07/2022 | Present |
| Bank Of America, N.A. | Austin | TX | 07/2022 | Present |
I*1785368, Entity Type, Name of OBA: Rental Property 1 Address:Austin, TX 78737 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date:08/01/2020 No Hours: 1 hr monthly No Hours during trading: Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-06 |
Reach out to this advisor