Best Investors
Account
Sign in
4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-21 |
Branch Locations
4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States
100 Independence Place Suite 402, Tyler, TX 75703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Synergies Wealth Advisors, Inc. | Houston | TX | 01/2015 | Present |
21 HT Holdings, LLC Not investment-related 5380 Old Bullard Road, Ste 600-199, Tyler, TX 75703 eCommerce/Amazon Storefront Managing Member Start Date 04/2024 10 hours per month, zero during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-23 |
Reach out to this advisor