Best Investors
Account
Sign in
Best Investors
Account
Sign in
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-02 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
3101 Bee Caves Road, Suite 310, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maxwell Locke & Ritter Llp | Austin | TX | 01/2006 | 03/2024 |
| Ml & R Wealth Management Llc | Austin | TX | 02/2003 | 03/2024 |
| Ml & R Welath Management Llc | Austin | TX | 01/2010 | 06/2017 |
| Creative Planning, Llc | Austin | TX | 04/2024 | Present |
Ms. Smith is managing member of A'Moose Bouche, LLC, 2203 A Lane, Austin, TX 78703 a Real Estate holding partnership stared in March 2019. Ms. Smith does devote any time on a month to month basis within trading hours our outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-08 |
Reach out to this advisor