Best Investors
Account
Sign in
Best Investors
Account
Sign in
121 Countryside Court Suite 140, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-05 |
Branch Locations
121 Countryside Court, Ste 140, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Portfolio Advisors, Llc | Southlake | TX | 08/2016 | Present |
| Estrada Webb And Associates | Southlake | TX | 08/2016 | Present |
ACTIVITY: INSURANCE AGENT, VARIOUS COMPANIES, NATURE OF BUSINESS: NON INVESTMENT RELATED; PROVIDING INSURANCE PRODUCTS POSITION/TITLE/ASSOCIATION & DUTIES: LICENSED INSURANCE AGENT; OFFER & RECOMMEND LIFE & HEALTH & DISABILITY INSURANCE SOLUTIONS COMPENSATION COMMISSIONS PAYABLE DIRECT. START DATE OF ACTIVITY: SEPTEMBER 2006 TIME SPENT: APPROXIMATELY 10 HOURS SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 10 HOURS SPENT PER MONTH 3. ACTIVITY: TAX AND BUSINESS CONSULTING SERVICES NAME AND ADDRESS OF BUSINESS: ESTRADA WEBB AND ASSOCIATES, 121 COUNTRYSIDE COURT, STE 140, SOUTHLAKE, TX 76092 NATURE OF BUSINESS: NON INVESTMENT RELATED; TAX PREPARATION SERVICES, BUSINESS CONSULTING POSITION/TITLE/ASSOCIATION & DUTIES: TAX PREPARATION AND BUSINESS CONSULTING START DATE OF ACTIVITY: NOVEMBER 2013 COMPENSATION: DIRECT TIME SPENT: APPROXIMATELY 20 HOURS SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 20 HOURS SPENT PER MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-10-19 |
Reach out to this advisor