Best Investors
Account
Sign in
Best Investors
Account
Sign in
9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-25 |
Branch Locations
One Norterra Drive, Phoenix, AZ 85085 • United States
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
San Antonio, TX • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | San Antonio | TX | 10/2014 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 01/2015 | 06/2020 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 07/2020 |
| Usaa Life Insurance Company | San Antonio | TX | 07/2020 | Present |
| Usaa Investment Services Company | San Antonio | TX | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-08 |
Reach out to this advisor