Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 07/2016 | Present |
| Bank Of America, N.A. | San Antonio | TX | 02/2017 | Present |
I*2062280, Entity Type, Name of OBA: Rental Property 1 Address: Investment Related: San AntonioTexas78210 Position, Title, Association: Co-owner with other family members Employee Start Date: 10/24/2024No Hours: 10 Hours No Hours during trading:0 Duties:I*2146270, Entity Type Not for Profit , Name of OBA: True Vine Baptist Church Address: San Antonio, TX 78245 Investment Related: No Position, Title, Association: Budget Analyst, Bookkeeping Employee Start Date: 01/2025 No Hours: 4-5 monthly No Hours during trading: 0 Duties: Operational and bookkeeping task for the churchI*: 2674310Entity Type: Entity For ProfitName of OBA: Fearless Harts LLCAddress: San AntonioTexas78210Investment Related: nPosition, Title, Association: ownerEmployee Start Date: 11/26/2024No Hours: 10hr/moNo Hours during trading:0Duties: Business account for my current approved rental property OBA Just as a manager/member, account owner of the LLC I*2796297 Entity Type: N/A Name of OBA: D. and V. W. Living Trust Address:San Antonio Texas Investment Related:No Position, Title, Association:Successor Trustee Start Date:08/28/2025 No Hours: 0 Yearly No Hours during trading:0 Duties:Successor Trustee for Aunt, Uncle
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-23 |
Reach out to this advisor