Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-24 |
Branch Locations
111 West Houston Street, San Antonio, TX 78205 • United States
221 Wonder World Dr, San Marcos, TX 78666 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Bank | San Marcos | TX | 01/1990 | 08/2019 |
| Frost Brokerage Services | San Antonio | TX | 03/2000 | Present |
| Frost Investment Services | San Marcos | TX | 01/2017 | 08/2019 |
(1) Self; Not investment related; New Braunfels, TX; Personal Concierge/Assistant; Owner; 11/2023; Approx. 40 hrs/mo; Not during securities trading hrs; Household Personal Concierge/Assistant, help clients with various tasks in and out of the home. (2) Smarter Benefits Solutions; Not investment related; 12300 Lostwood Circle, Austin, TX 78748; Employee Benefits Insurance Agency; Part-Time Employee; Started 9/2024; Approx. 30hrs/mo; Not during securities trading hrs; Performing data entry as a part-time remote employee.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-11 |
Reach out to this advisor