Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-29 |
Branch Locations
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Tyler, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2013 | 05/2021 |
| Newbridge Securities Corporation | Grapevine | TX | 04/2022 | 09/2024 |
| Newbridge Financial Services Group Inc | Grapevine | TX | 04/2022 | 09/2024 |
| Unemployed | Grapevine | TX | 05/2021 | 04/2022 |
| Newbridge Securities Corporation | Tyler | TX | 09/2024 | Present |
| Newbridge Financial Services Group Inc | Tyler | TX | 09/2024 | Present |
(1) Insurance; Tyler, TX, 07/25/2012; Insurance Agent/Life, Accident, Health, and HMO; Investment Related; Time spent on activity during regular business hours is 15% (2) Blair Financial (DBA) - 6/2022, Tyler, TX, Owner/Founder, Sole Proprietorship, Provide Financial Services to clients for the utilization of wealth and insurance strategies to most efficiently plan for generational wealth and estate planning, Investment Related, Time spent on this activity during regular business hours is 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-10 |
Reach out to this advisor