Best Investors
Account
Sign in
5005 Lyndon B Johnson Freeway Suite 335, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-10-06 |
Branch Locations
5005 Lyndon B Johnson Freeway Suite 335, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisniewski Wealth Management Llc | Dallas | TX | 05/2009 | Present |
(1) ARIANNA INSURANCE ADVISORS LLC; NOT INVESTMENT-RELATED; 12036 TAVEL CIRCLE, DALLAS, TX 75230; LIFE, DISABILITY, AND LONG-TERM CARE INSURANCE; Founder & CEO; 08/2012; approximately 15% of monthly time; GIVE SECOND OPINIONS TO CLIENTS ON THEIR INSURANCE. GET QUOTES AND COMMUNICATE FINDINGS WITH CLIENT. (2) ARIANNA TAX ADVISORS LLC; not investment-related; 12036 Tavel Circle, Dallas, TX 75230; tax-related advice to clients; Founder & CEO; approximately 15% of monthly time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-24 |
Reach out to this advisor