Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American General Life Insurance | Houston | TX | 02/2015 | 03/2017 |
| Aig Capital Services, Inc. | Houston | TX | 02/2015 | 02/2019 |
| American General Life Insurance | Woodland Hills | CA | 03/2017 | 04/2019 |
| M2 Partners | Austin | TX | 04/2019 | Present |
| Brighthouse Financial | Charlotte | NC | 02/2020 | Present |
| Next Financial Group, Inc. | Houston | TX | 10/2022 | Present |
| Lpl Financial Llc | Bandera | TX | 07/2025 | Present |
1) M2Partners LLC INVESTMENT RELATED: NO. ADDRESS: 1512 THOMPSON ST. #3 HOUSTON, TX 77007. POSITION/TITLES: OWNER.APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING NON-BUSINESS HOURS: 10. APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING BUSINESS HOURS: 0 DUTIES: Backoffice work. Bookkeeping 2) Diamond A Financial Services INVESTMENT RELATED: NO. ADDRESS: 1512 THOMPSON ST. #3 HOUSTON, TX 77007. POSITION/TITLES: Agent APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING NON-BUSINESS HOURS: 5 APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING BUSINESS HOURS: 5 DUTIES: Insurance: Fixed Annuities; Life/Health/Long-Term Care 3) Diamond A Financial Services DBA - INVESTMENT RELATED: NO. ADDRESS: 1512 THOMPSON ST. #3 HOUSTON, TX 77007. POSITION/TITLES: OWNER.APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING NON-BUSINESS HOURS: 40 APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING BUSINESS HOURS: 40 DUTIES: DBA name for Securities business 4) Bandera Country A&M Club, 4/21/2023, No physical location, President local Texas A&M Club-coordinate/plan scholarship fundraising events, Officer & Volunteer, 5 hrs/month (out of 160 hrs/month), 0 hrs/month (out of 120 hrs/month), No investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-24 |
Reach out to this advisor