Best Investors
Account
Sign in
Little Elm, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-05-05 |
Branch Locations
9500 Ray White Road Suite 200, Keller, TX 76244 • United States
4500 Mercantile Plaza Drive Suite 300, Fort Worth, TX 76137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Health Resources | Fort Worth | TX | 10/2014 | 02/2017 |
| Provision Asset, Llc | Fort Worth | TX | 04/2016 | Present |
| Anthony S. Rizzo, Sole Proprietor | Little Elm | TX | 09/2014 | Present |
| Baylor Medical Center | Irving | TX | 10/2016 | 04/2018 |
| Council Of Financial Educators | St. Petersburg | FL | 02/2019 | Present |
| Provision Retirement, Llc | Savannah | TX | 01/2025 | Present |
Business Name:Anthony S. Rizzo, sole proprietor Is the Business investment-related: Yes Address: 2133 Gregory Creek Drive, Little Elm, TX 75068 Nature of the other business: Insurance Your position, title, or relationship: Insurance Agent Start date of your relationship:09/2014 Approximate percentage of time and income related to the business: 70% Number of hours spent on this activity per month: 80/month Number of hours spent on this activity during securities trading: 80/trading hours Duties: Insurance sales and service Full Legal Business Name - Council of Financial Educators Is the Business investment-related? (yes/no) - Education Related on Retirement Topics Address COFE - Council of Financial Educators 970 Lake Carillon Drive, Suite 300 St. Petersburg, FL What is the nature of the other business? Education Your position, title, or relationship. Instructor Start date of your relationship (mm/year) 2/2019 Approximate hours a month spent on the other business 1.5 Approximate hours during trading spent on the other business Average of 1/2 hour per month Briefly describe your duties relating to the other business. Seminar Instructor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-16 |
Reach out to this advisor