Best Investors
Account
Sign in
Best Investors
Account
Sign in
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-03-11 |
| OH | RA | APPROVED | 2026-01-26 |
| PA | RA | APPROVED | 2024-06-17 |
| GA | RA | APPROVED | 2024-05-02 |
| SC | RA | APPROVED | 2024-04-08 |
| FL | RA | APPROVED | 2024-02-01 |
| MI | RA | APPROVED | 2023-12-12 |
| TX | RA | APPROVED | 2019-11-14 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
370 S Nolen Dr Ste 100, Southlake, TX 76092 • United States
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunbelt Securities Inc | Houston | TX | 09/2019 | Present |
| Sontag Advisory Llc | New York | NY | 01/2016 | 08/2019 |
1) TFG Investment Group (DBA): Investment Related. 370 S Nolen Dr, Ste 100, Southlake, TX 76092. DBA under Sunbelt Securities, Inc. DBA - Doing Business As. Registered Representative. Start: 01/2020. Sunbelt. 40 hours a week, during trading hours. 2) Thorn Financial Group LLC (OBA): Not investment related. 370 S Nolen Dr, Ste 100, Southlake, TX 76092. Income tax preparation. Tax preparer. No relationship. Start 01/2020. 40 hours during tax season, some during trading hours. 3) Life Insurance (OBA): Not investment related. 370 S Nolen Dr, Ste 100, Southlake, TX 76092. Life Insurance. Insurance Agent.. Start: 01/2020. Less than 1 hour a week, not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-12 |
Reach out to this advisor