Best Investors
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Account
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7001 Westwind Ste 130, El Paso, TX 79912 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-02 |
| CO | RA | APPROVED | 2025-02-20 |
| NM | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED | 2024-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Capital Corporation | Lynnfield | MA | 02/2011 | 10/2016 |
| Cetera Advisors Llc | Denver | CO | 10/2016 | 03/2017 |
| Securities America Advisors | El Paso | TX | 03/2017 | 06/2024 |
| Osaic Wealth, Inc. | El Paso | TX | 06/2024 | 11/2024 |
| Cortez Wealth Management | El Paso | TX | 11/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2024 | 04/2026 |
| Gilbert Cortez Insurance Agent Dba Cor Insurance Group | El Paso | TX | 08/2016 | Present |
| Seguros Paso Del Norte | El Paso | TX | 12/2015 | 11/2024 |
| Securities America, Inc. | El Paso | TX | 03/2017 | 06/2024 |
| Cortez Wealth Management, Llc | El Paso | TX | 09/2024 | Present |
1. Gilbert Cortez Insurance Agent dba COR Insurance Group; No; At Registered Location; Fixed Insurance Sales, Life, Health, Disability, Fixed Annuities; Agent; 08/2016; 5; 2; market and sell fixed insurance sales, life, health, disability, and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-10 |
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