Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-08 |
Branch Locations
3522 Paesanos Parkway Suite 100, San Antonio, TX 78231 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of The Incarnate Word | San Antonio | TX | 08/2016 | 05/2020 |
| Unemployed | San Antonio | TX | 06/2020 | 08/2020 |
| Reata Real Estate Services | San Antonio | TX | 05/2019 | 09/2019 |
| Platinum Wealth Solutions | San Antonio | TX | 08/2020 | Present |
1) PLATINUM WEALTH SOLUTIONS - FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 06/08/2020 ADDRESS: 3522 Paesanos Pkwy #100, SAN ANTONIO TX 78231, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 2) PLATINUM WEALTH SOLUTIONS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/08/2020 ADDRESS: 3522 Paesanos Pkwy #100, SAN ANTONIO TX 78231, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3) MICHIGAN FINANCIAL COMPANIES POSITION: Financial advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/01/2020 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: I am a Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-03 |
Reach out to this advisor