Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2025-06-20 |
Branch Locations
15305 Dallas Parkway 12Th Floor, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 10/2011 | 10/2023 |
| Bank Of America, N.A. | Houston | TX | 03/2013 | 10/2023 |
| Comerica Securities, Inc. | Dallas | TX | 10/2023 | 11/2023 |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2023 | 06/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 06/2025 | Present |
| Agia | Houston | TX | 06/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/23/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-26 |
Reach out to this advisor