Best Investors
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15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpr Investments Inc. | Houston | TX | 01/2016 | 08/2024 |
| Cpr Financial Group | Houston | TX | 01/2016 | 08/2024 |
| Discipline Wealth Solutions, Inc. | Greenville | SC | 08/2024 | Present |
1) INSURANCE AGENT- INVESTMENT RELATED, BURLESON, TEXAS, INSURANCE SALES, AGENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS 2) SUBSTITUTE TEACHER-NOT INVESTMENT RELATED; ARLINGTON, TEXAS; STARTED 2018; DEVOTES APPROXIMATELY NOT MORE THAN 20% OF TIME PER MONTH WITH ALL DURING TRADING HOURS. 3) SOAL ENTERPRISES LLC (STARTED 2020) AND SOAL GROUP CAPITAL (STARTED 2021); INVESTMENT RELATED; BURLESON, TEXAS; REAL ESTATE INVESTMENT; PRESIDENT; DEVOTES 80% TIME PER MONTH INCLUDING DURING TRADING HOURS; REAL ESTATE INVESTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-16 |
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