Best Investors
Account
Sign in
Best Investors
Account
Sign in
5847 San Felipe St. Suite 950, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
Branch Locations
5847 San Felipe St. Suite 950, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Houston | TX | 06/2011 | 03/2018 |
| Raymond James Financial Services, Inc. | Houston | TX | 03/2018 | 05/2022 |
| Steward Partners Global Advisory, Llc | Houston | TX | 03/2018 | 08/2025 |
| Steward Partners Investment Advisory, Llc | Houston | TX | 03/2018 | 08/2025 |
| Steward Partners Investment Solutions, Llc | Houston | TX | 05/2022 | 08/2025 |
| Clear Trail Advisors, Llc | Houston | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-17 |
Reach out to this advisor