Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-03-17 |
| TX | RA | APPROVED | 2023-03-16 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
45 Eisenhower Drive Suite 550, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Paramus | NJ | 11/2013 | 01/2022 |
| Morgan Stanley Smith Barney Llc | Paramus | NJ | 01/2022 | 12/2022 |
| Kestra Investment Services Llc | Paramus | NJ | 03/2023 | Present |
| Kestra Advisory Services Llc | Paramus | NJ | 03/2023 | Present |
Business Name: CLARIS ADVISORS LLC POSITION: Director of Investment Planning NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/06/2023 ADDRESS: 45 Eisenhower Drive suite 550, Paramus NJ 07652 DESCRIPTION: investment reviews, modeling, implementation and continuous monitoring. Business Name: KESTRA ADVISORY SERVICES LLC POSITION: Director of investment Planning NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/16/2023 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735 DESCRIPTION: trade implementation, advisory modeling, investment analysis, reporting and research
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-16 |
Reach out to this advisor