Best Investors
Account
Sign in
697 E Interstate 30, Rockwall, TX 75087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Game Changing Benefits Llc | Dallas | TX | 09/2016 | 11/2016 |
| Scottrade, Inc | Denton | TX | 11/2016 | 11/2017 |
| Personal Capital | San Fransico | CA | 12/2017 | 06/2019 |
| International Capital Management Corp | Dallas | TX | 06/2019 | 09/2020 |
| Rockwall Wealth Advisors, Llc | Heath | TX | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-03 |
Reach out to this advisor