Best Investors
Account
Sign in
Best Investors
Account
Sign in
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-01 |
Branch Locations
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalon Advisors, Llc | Houston | TX | 07/2012 | 06/2020 |
| Avalon Wealth Management Llc | Houston | TX | 07/2012 | 06/2020 |
| Icon Wealth Partners, Llc | Houston | TX | 06/2020 | 08/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2020 | 12/2022 |
| Icon Wealth Advisors Llc | Houston | TX | 08/2022 | Present |
1) Spring Spirit Baseball. Non-Investment Related. 8526 Pitcher Road, Houston, TX 77080. Provide safe pathways for youth through sports, education, and mentoring programs. Board Member. Start 2013. 8hrs/mo, none during trading hours. Board member serving on various committees. 2) Baylor College of Medicine. Non-Investment Related. 1 Baylor Plaza, Houston, TX 77030. Health Science University. Board Member. Start 6/2020. 8hrs/mo, none during trading hours. Board member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-31 |
Reach out to this advisor